Eagle Bay Advisors’s FirstEnergy FE Stock Holding History

Eagle Bay Advisors’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 Q1	–	Sell	-1	Closed	-$38	–	418
2024 Q4	$38	Hold	1	–	–	﹤0.01%	997
2024 Q3	$42	Hold	1	–	–	﹤0.01%	1350
2024 Q2	$36	Hold	1	–	–	﹤0.01%	986
2024 Q1	$36	Hold	1	–	–	﹤0.01%	970
2023 Q4	$34	Sell	1 -1	-50%	-$36	﹤0.01%	834
2023 Q3	$63	Buy	2 +1	+100%	+$37	﹤0.01%	848
2023 Q2	$35	Hold	1	–	–	﹤0.01%	835
2023 Q1	$36	Hold	1	–	–	﹤0.01%	919
2022 Q4	$37	Hold	1	–	–	﹤0.01%	941
2022 Q3	$0	Hold	1	–	–	﹤0.01%	927
2022 Q2	$33	Buy	+1	New	+$43	﹤0.01%	1120
2022 Q1	–	Sell	-385	Closed	-$17K	–	535
2021 Q4	$17K	Sell	385 -892	-70%	-$34.4K	0.01%	594
2021 Q3	$46K	Buy	1,277 +718	+128%	+$27.3K	0.03%	432
2021 Q2	$22K	Buy	+559	New	+$20.8K	0.02%	523

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Eagle Bay Advisors's FE Position: Q1 2025 in Review

Eagle Bay Advisors sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 1 share — an estimated $38 sold.

Eagle Bay Advisors first reported a position in FE in Q2 2021 and held it in 14 quarters. The position peaked at $46K in Q3 2021. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Eagle Bay Advisors reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 1 FirstEnergy share in Q1 2025, an estimated $38.
Eagle Bay Advisors first reported a position in FirstEnergy in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's FirstEnergy position peaked at $46K in Q3 2021.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.