IFU
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iSAM Funds (UK)’s FirstEnergy FE Stock Holding History

iSAM Funds (UK)’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
Q3 		– Sell
-6,384
Closed -$257K – 692
2025
Q2 		$257K Buy
+6,384
New +$263K 0.06% 384
2025
Q1 		– Sell
-8,787
Closed -$350K – 358
2024
Q4 		$350K Sell
8,787
-36,835
-81% -$1.54M 0.26% 154
2024
Q3 		$2.02M Buy
45,622
+22,652
+99% +$953K 1.15% 2
2024
Q2 		$879K Sell
22,970
-28,877
-56% -$1.12M 0.66% 38
2024
Q1 		$2M Buy
51,847
+9,607
+23% +$359K 1.15% 5
2023
Q4 		$1.55M Buy
+42,240
New +$1.53M 1.1% 19
2023
Q3 		– Sell
-14,184
Closed -$551K – 269
2023
Q2 		$551K Sell
14,184
-2,114
-13% -$82.9K 0.49% 84
2023
Q1 		$653K Buy
+16,298
New +$658K 0.83% 40

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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