Churchill Management’s FirstEnergy FE Stock Holding History

Churchill Management’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
2025 Q2	$5.06M	Buy	+125,801	New	+$5.19M	0.06%	102
2023 Q4	–	Sell	-190,168	Closed	-$6.5M	–	147
2023 Q3	$6.5M	Sell	190,168 -11,156	-6%	-$415K	0.11%	83
2023 Q2	$7.83M	Buy	201,324 +1,614	+0.8%	+$63.3K	0.13%	77
2023 Q1	$8M	Buy	199,710 +11,043	+6%	+$446K	0.16%	76
2022 Q4	$7.91M	Buy	188,667 +9,561	+5%	+$374K	0.19%	71
2022 Q3	$6.63M	Buy	179,106 +6,388	+4%	+$252K	0.18%	73
2022 Q2	$6.63M	Buy	172,718 +10,394	+6%	+$444K	0.17%	77
2022 Q1	$7.44M	Buy	+162,324	New	+$6.87M	0.13%	82
2020 Q2	–	Sell	-332,898	Closed	-$13.3M	–	109
2020 Q1	$13.3M	Sell	332,898 -29,969	-8%	-$1.39M	0.67%	26
2019 Q4	$17.6M	Sell	362,867 -6,285	-2%	-$300K	0.34%	36
2019 Q3	$17.8M	Sell	369,152 -14,035	-4%	-$635K	0.45%	28
2019 Q2	$16.4M	Sell	383,187 -22,206	-5%	-$933K	0.44%	28
2019 Q1	$16.9M	Sell	405,393 -21,751	-5%	-$864K	0.45%	26
2018 Q4	$16M	Buy	+427,144	New	+$16.2M	0.7%	18

Other funds holding FE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Churchill Management's FE Position: Q2 2025 in Review

Churchill Management opened a new position in FirstEnergy (FE) in Q2 2025: 125,801 shares worth $5.06M. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Churchill Management previously reported a position in FE as recently as Q3 2023.

Churchill Management first reported a position in FE in Q4 2018 and has held it in 14 quarters since. The position peaked at $17.8M in Q3 2019. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Churchill Management held 125,801 shares of FirstEnergy worth $5.06M as of Q2 2025.
FirstEnergy was a new Churchill Management position in Q2 2025.
FirstEnergy made up 0.06% of Churchill Management's portfolio in Q2 2025, its #102 holding.
Churchill Management first reported a position in FirstEnergy in Q4 2018 and has held it in 14 quarters since.
Churchill Management's FirstEnergy position peaked at $17.8M in Q3 2019.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.