Caprock Group’s FirstEnergy FE Stock Holding History

Caprock Group’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 Q1	–	Sell	-11,764	Closed	-$527K	–	1164
2025 Q4	$527K	Buy	11,764 +6,906	+142%	+$317K	0.01%	799
2025 Q3	$216K	Buy	+4,858	New	+$207K	0.01%	1037

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's FE Position: Q1 2026 in Review

Caprock Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 11,764 shares — an estimated $527K sold.

Caprock Group first reported a position in FE in Q3 2025 and held it in 2 quarters. The position peaked at $527K in Q4 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Caprock Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 11,764 FirstEnergy shares in Q1 2026, an estimated $527K.
Caprock Group first reported a position in FirstEnergy in Q3 2025 and held it in 2 quarters.
Caprock Group's FirstEnergy position peaked at $527K in Q4 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.