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
2021 Q1	–	Sell	-185,000	Closed	-$5.59M	–	5163
2020 Q4	$5.59M	Hold	185,000	–	–	﹤0.01%	1322
2020 Q3	$5.63M	Buy	+185,000	New	+$5.8M	﹤0.01%	1129
2019 Q3	–	Sell	-100,000	Closed	-$4.28M	–	4802
2019 Q2	$4.28M	Buy	+100,000	New	+$4.2M	﹤0.01%	1285
2016 Q4	–	Sell	-24,900	Closed	-$824K	–	4090
2016 Q3	$824K	Buy	+24,900	New	+$846K	﹤0.01%	1904
2013 Q4	–	Sell	-33,900	Closed	-$1.24M	–	3778
2013 Q3	$1.24M	Sell	33,900 -28,400	-46%	-$1.07M	﹤0.01%	1364
2013 Q2	$2.33M	Buy	+62,300	New	+$2.62M	﹤0.01%	1030

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.