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Equitable Trust’s FirstEnergy FE Stock Holding History

Equitable 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 		$1.08M Sell
21,410
-151
-0.7% -$7.32K 0.05% 221
2025
Q4 		$965K Sell
21,561
-1,109
-5% -$50.9K 0.04% 236
2025
Q3 		$1.04M Hold
22,670
– – 0.05% 227
2025
Q2 		$913K Sell
22,670
-7
-0% -$289 0.05% 241
2025
Q1 		$917K Buy
22,677
+266
+1% +$10.6K 0.05% 232
2024
Q4 		$892K Hold
22,411
– – 0.05% 243
2024
Q3 		$994K Hold
22,411
– – 0.06% 207
2024
Q2 		$858K Buy
22,411
+211
+1% +$8.18K 0.06% 218
2024
Q1 		$857K Buy
22,200
+713
+3% +$26.7K 0.06% 226
2023
Q4 		$788K Hold
21,487
– – 0.06% 212
2023
Q3 		$734K Buy
21,487
+2,357
+12% +$87.7K 0.06% 203
2023
Q2 		$744K Sell
19,130
-78
-0.4% -$3.06K 0.06% 207
2023
Q1 		$769K Sell
19,208
-219
-1% -$8.85K 0.06% 201
2022
Q4 		$815K Buy
+19,427
New +$759K 0.06% 198

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Trust's FE Position: Q1 2026 in Review

Equitable Trust reduced its FirstEnergy (FE) stake by 0.7% in Q1 2026, selling an estimated $7.32K and leaving 21,410 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #221.

Equitable Trust first reported a position in FE in Q4 2022 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Equitable Trust held 21,410 shares of FirstEnergy worth $1.08M as of Q1 2026.
  • Equitable Trust sold 151 FirstEnergy shares in Q1 2026, an estimated $7.32K.
  • FirstEnergy made up 0.05% of Equitable Trust's portfolio in Q1 2026, its #221 holding.
  • Equitable Trust first reported a position in FirstEnergy in Q4 2022 and has held it in 14 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.