Duff & Phelps Investment Management’s FirstEnergy FE Stock Holding History

Duff & Phelps Investment 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
2026 Q2	$62M	Hold	1,304,500	–	–	0.59%	65
2026 Q1	$66.1M	Hold	1,304,500	–	–	0.69%	59
2025 Q4	$58.4M	Hold	1,304,500	–	–	0.66%	57
2025 Q3	$59.8M	Hold	1,304,500	–	–	0.68%	54
2025 Q2	$52.5M	Buy	1,304,500 +166,000	+15%	+$6.85M	0.62%	61
2025 Q1	$46M	Hold	1,138,500	–	–	0.54%	64
2024 Q4	$45.3M	Hold	1,138,500	–	–	0.54%	64
2024 Q3	$50.5M	Hold	1,138,500	–	–	0.58%	62
2024 Q2	$43.6M	Hold	1,138,500	–	–	0.56%	62
2024 Q1	$44M	Hold	1,138,500	–	–	0.53%	65
2023 Q4	$41.7M	Hold	1,138,500	–	–	0.5%	66
2023 Q3	$38.9M	Hold	1,138,500	–	–	0.51%	67
2023 Q2	$44.3M	Hold	1,138,500	–	–	0.54%	65
2023 Q1	$45.6M	Hold	1,138,500	–	–	0.55%	65
2022 Q4	$47.7M	Hold	1,138,500	–	–	0.58%	60
2022 Q3	$42.1M	Hold	1,138,500	–	–	0.53%	66
2022 Q2	$43.7M	Hold	1,138,500	–	–	0.54%	69
2022 Q1	$52.2M	Hold	1,138,500	–	–	0.6%	67
2021 Q4	$47.4M	Hold	1,138,500	–	–	0.56%	71
2021 Q3	$40.6M	Hold	1,138,500	–	–	0.53%	74
2021 Q2	$42.4M	Hold	1,138,500	–	–	0.55%	73
2021 Q1	$39.5M	Sell	1,138,500 -250,000	-18%	-$8.17M	0.54%	75
2020 Q4	$42.5M	Hold	1,388,500	–	–	0.62%	67
2020 Q3	$39.9M	Hold	1,388,500	–	–	0.62%	64
2020 Q2	$53.8M	Buy	1,388,500 +484,500	+54%	+$20M	0.85%	49
2020 Q1	$36.2M	Hold	904,000	–	–	0.63%	64
2019 Q4	$43.9M	Buy	904,000 +214,000	+31%	+$10.2M	0.58%	72
2019 Q3	$33.3M	Hold	690,000	–	–	0.45%	77
2019 Q2	$29.5M	Buy	+690,000	New	+$29M	0.41%	83
2013 Q4	–	Sell	-1,185,000	Closed	-$43.2M	–	222
2013 Q3	$43.2M	Hold	1,185,000	–	–	0.75%	58
2013 Q2	$44.2M	Buy	+1,185,000	New	+$49.8M	0.77%	57

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Duff & Phelps Investment Management's FE Position: Q2 2026 in Review

Duff & Phelps Investment Management held its FirstEnergy (FE) position steady in Q2 2026 at 1,304,500 shares worth $62M. The position accounts for 0.59% of the portfolio, ranked #65.

Duff & Phelps Investment Management first reported a position in FE in Q2 2013 and has held it in 31 quarters since. The position peaked at $66.1M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Duff & Phelps Investment Management held 1,304,500 shares of FirstEnergy worth $62M as of Q2 2026.
Duff & Phelps Investment Management left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.59% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #65 holding.
Duff & Phelps Investment Management first reported a position in FirstEnergy in Q2 2013 and has held it in 31 quarters since.
Duff & Phelps Investment Management's FirstEnergy position peaked at $66.1M in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.