Elo Mutual Pension Insurance’s FirstEnergy FE Stock Holding History

Elo Mutual Pension Insurance’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	$2.69M	Buy	53,165 +8,349	+19%	+$405K	0.04%	300
2025 Q4	$2.01M	Sell	44,816 -28,041	-38%	-$1.29M	0.03%	380
2025 Q3	$3.34M	Buy	72,857 +18,219	+33%	+$778K	0.05%	267
2025 Q2	$2.2M	Buy	54,638 +7,837	+17%	+$323K	0.04%	300
2025 Q1	$1.89M	Buy	46,801 +5,752	+14%	+$229K	0.04%	327
2024 Q4	$1.63M	Buy	+41,049	New	+$1.72M	0.03%	389

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 $113B AUM 38.87% 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

Elo Mutual Pension Insurance's FE Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its FirstEnergy (FE) stake by 19% in Q1 2026, buying an estimated $405K and bringing the position to 53,165 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #300.

Elo Mutual Pension Insurance first reported a position in FE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.34M in Q3 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Elo Mutual Pension Insurance held 53,165 shares of FirstEnergy worth $2.69M as of Q1 2026.
Elo Mutual Pension Insurance bought 8,349 FirstEnergy shares in Q1 2026, an estimated $405K.
FirstEnergy made up 0.04% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #300 holding.
Elo Mutual Pension Insurance first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
Elo Mutual Pension Insurance's FirstEnergy position peaked at $3.34M in Q3 2025.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.