Energy Income Partners’s FirstEnergy FE Stock Holding History

Energy Income Partners’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	$96.3M	Buy	1,900,897 +204,138	+12%	+$9.9M	1.55%	20
2025 Q4	$76M	Buy	1,696,759 +1,324,135	+355%	+$60.8M	1.38%	28
2025 Q3	$17.1M	Buy	372,624 +2,368	+0.6%	+$101K	0.33%	55
2025 Q2	$14.9M	Buy	370,256 +2,321	+0.6%	+$95.8K	0.29%	56
2025 Q1	$14.9M	Buy	367,935 +16,669	+5%	+$664K	0.28%	56
2024 Q4	$14M	Buy	+351,266	New	+$14.7M	0.29%	57
2020 Q4	–	Sell	-1,347,188	Closed	-$38.7M	–	50
2020 Q3	$38.7M	Buy	1,347,188 +173,102	+15%	+$5.43M	1.16%	30
2020 Q2	$45.5M	Buy	1,174,086 +796,677	+211%	+$32.9M	1.27%	29
2020 Q1	$15.1M	Buy	+377,409	New	+$17.5M	0.45%	36

Other funds holding FE

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return