Focus Financial Network’s FirstEnergy FE Stock Holding History

Focus Financial Network’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	-4,575	Closed	-$210K	–	741
2025 Q3	$210K	Buy	+4,575	New	+$195K	0.01%	708

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

Focus Financial Network's FE Position: Q4 2025 in Review

Focus Financial Network sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 4,575 shares — an estimated $210K sold.

Focus Financial Network first reported a position in FE in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Focus Financial Network reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 4,575 FirstEnergy shares in Q4 2025, an estimated $210K.
Focus Financial Network first reported a position in FirstEnergy in Q3 2025 and held it in 1 quarter.
Focus Financial Network's FirstEnergy position peaked at $210K in Q3 2025.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.