Dorsey & Whitney Trust’s FirstEnergy FE Stock Holding History

Dorsey & Whitney Trust’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	$262K	Buy	5,169 +492	+11%	+$23.9K	0.01%	609
2025 Q4	$209K	Buy	4,677 +223	+5%	+$10.2K	0.01%	669
2025 Q3	$204K	Buy	+4,454	New	+$190K	0.01%	665
2024 Q4	–	Sell	-6,207	Closed	-$275K	–	686
2024 Q3	$275K	Buy	6,207 +133	+2%	+$5.6K	0.01%	547
2024 Q2	$232K	Buy	6,074 +159	+3%	+$6.17K	0.02%	553
2024 Q1	$228K	Buy	5,915 +50	+0.9%	+$1.87K	0.02%	562
2023 Q4	$215K	Sell	5,865 -5,881	-50%	-$213K	0.02%	560
2023 Q3	$401K	Buy	11,746 +4,268	+57%	+$159K	0.04%	358
2023 Q2	$291K	Buy	7,478 +916	+14%	+$35.9K	0.02%	451
2023 Q1	$263K	Hold	6,562	–	–	0.02%	456
2022 Q4	$275K	Sell	6,562 -75	-1%	-$2.93K	0.03%	431
2022 Q3	$245K	Buy	+6,637	New	+$262K	0.03%	450

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

Dorsey & Whitney Trust's FE Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its FirstEnergy (FE) stake by 11% in Q1 2026, buying an estimated $23.9K and bringing the position to 5,169 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #609.

Dorsey & Whitney Trust first reported a position in FE in Q3 2022 and has held it in 12 quarters since. The position peaked at $401K in Q3 2023. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Dorsey & Whitney Trust held 5,169 shares of FirstEnergy worth $262K as of Q1 2026.
Dorsey & Whitney Trust bought 492 FirstEnergy shares in Q1 2026, an estimated $23.9K.
FirstEnergy made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #609 holding.
Dorsey & Whitney Trust first reported a position in FirstEnergy in Q3 2022 and has held it in 12 quarters since.
Dorsey & Whitney Trust's FirstEnergy position peaked at $401K in Q3 2023.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.