Bank of Montreal’s FirstEnergy FE Stock Holding History

Bank of Montreal’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Buy	+14,100	New	+$670K	﹤0.01%	2305
2021 Q2	–	Sell	-141,000	Closed	-$4.93M	–	4082
2021 Q1	$4.93M	Buy	+141,000	New	+$4.61M	﹤0.01%	1356
2020 Q3	–	Sell	-43,200	Closed	-$1.74M	–	4811
2020 Q2	$1.74M	Buy	+43,200	New	+$1.79M	﹤0.01%	1705
2016 Q4	–	Sell	-30,800	Closed	-$1.02M	–	4089
2016 Q3	$1.02M	Buy	+30,800	New	+$1.05M	﹤0.01%	1817

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's FE Position: Q2 2026 in Review

Bank of Montreal reduced its FirstEnergy (FE) stake by 5.8% in Q2 2026, selling an estimated $2.46M and leaving 836,785 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #667.

Bank of Montreal first reported a position in FE in Q2 2013 and has held it in 53 quarters since. The position peaked at $223M in Q4 2021. 671 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Bank of Montreal held 836,785 shares of FirstEnergy worth $39.8M as of Q2 2026.
Bank of Montreal sold 51,906 FirstEnergy shares in Q2 2026, an estimated $2.46M.
FirstEnergy made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #667 holding.
Bank of Montreal first reported a position in FirstEnergy in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's FirstEnergy position peaked at $223M in Q4 2021.
671 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.