Jefferies Financial Group’s FirstEnergy FE Stock Holding History

Jefferies Financial Group’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 Q2	$772K	Buy	+16,237	New	+$771K	0.01%	1083
2026 Q1	–	Sell	-89,459	Closed	-$4.01M	–	1891
2025 Q4	$4.01M	Buy	+89,459	New	+$4.11M	0.02%	551
2025 Q3	–	Sell	-288,492	Closed	-$11.6M	–	1527
2025 Q2	$11.6M	Buy	+288,492	New	+$11.9M	0.1%	143
2023 Q4	–	Sell	-7,850	Closed	-$268K	–	1790
2023 Q3	$268K	Buy	+7,850	New	+$292K	﹤0.01%	1255

Other funds holding FE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jefferies Financial Group's FE Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in FirstEnergy (FE) in Q2 2026: 16,237 shares worth $772K. The stake represents 0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FE as recently as Q4 2025.

Jefferies Financial Group first reported a position in FE in Q3 2023 and has held it in 4 quarters since. The position peaked at $11.6M in Q2 2025. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Jefferies Financial Group held 16,237 shares of FirstEnergy worth $772K as of Q2 2026.
FirstEnergy was a new Jefferies Financial Group position in Q2 2026.
FirstEnergy made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1083 holding.
Jefferies Financial Group first reported a position in FirstEnergy in Q3 2023 and has held it in 4 quarters since.
Jefferies Financial Group's FirstEnergy position peaked at $11.6M in Q2 2025.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.