IC
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IEQ Capital’s FirstEnergy FE Stock Holding History

IEQ Capital’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
-50,448
Closed -$2.31M – 1907
2025
Q3 		$2.31M Buy
50,448
+40,723
+419% +$1.74M 0.01% 713
2025
Q2 		$392K Buy
+9,725
New +$401K ﹤0.01% 1270
2025
Q1 		– Sell
-11,946
Closed -$475K – 1653
2024
Q4 		$475K Buy
11,946
+862
+8% +$36K ﹤0.01% 864
2024
Q3 		$492K Buy
11,084
+198
+2% +$8.33K 0.01% 755
2024
Q2 		$417K Buy
10,886
+875
+9% +$33.9K 0.01% 713
2024
Q1 		$387K Buy
10,011
+748
+8% +$28K 0.01% 710
2023
Q4 		$340K Sell
9,263
-2,338
-20% -$84.6K 0.01% 698
2023
Q3 		$397K Buy
11,601
+3,894
+51% +$145K 0.01% 640
2023
Q2 		$300K Sell
7,707
-4,344
-36% -$170K 0.01% 680
2023
Q1 		$483K Buy
12,051
+5,262
+78% +$213K 0.01% 577
2022
Q4 		$285K Sell
6,789
-3,309
-33% -$129K 0.01% 647
2022
Q3 		$374K Buy
10,098
+3,119
+45% +$123K 0.01% 606
2022
Q2 		$268K Sell
6,979
-65
-0.9% -$2.77K 0.01% 631
2022
Q1 		$323K Buy
7,044
+1,340
+23% +$56.7K 0.01% 620
2021
Q4 		$237K Sell
5,704
-1,271
-18% -$49K 0.01% 657
2021
Q3 		$249K Buy
+6,975
New +$265K 0.01% 606

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's FE Position: Q4 2025 in Review

IEQ Capital sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 50,448 shares — an estimated $2.31M sold.

IEQ Capital first reported a position in FE in Q3 2021 and held it in 16 quarters. The position peaked at $2.31M in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • IEQ Capital reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 50,448 FirstEnergy shares in Q4 2025, an estimated $2.31M.
  • IEQ Capital first reported a position in FirstEnergy in Q3 2021 and held it in 16 quarters.
  • IEQ Capital's FirstEnergy position peaked at $2.31M in Q3 2025.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.