ESL Trust Services’s FirstEnergy FE Stock Holding History

ESL Trust Services’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 Q4	–	Sell	-162	Closed	-$7.42K	–	278
2025 Q3	$7.42K	Buy	+162	New	+$6.92K	﹤0.01%	222
2025 Q1	–	Sell	-156	Closed	-$6.21K	–	318
2024 Q4	$6.21K	Buy	+156	New	+$6.52K	﹤0.01%	244

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ESL Trust Services's FE Position: Q4 2025 in Review

ESL Trust Services sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 162 shares — an estimated $7.42K sold.

ESL Trust Services first reported a position in FE in Q4 2024 and held it in 2 quarters. The position peaked at $7.42K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

ESL Trust Services reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
ESL Trust Services sold 162 FirstEnergy shares in Q4 2025, an estimated $7.42K.
ESL Trust Services first reported a position in FirstEnergy in Q4 2024 and held it in 2 quarters.
ESL Trust Services's FirstEnergy position peaked at $7.42K in Q3 2025.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.