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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's FE Position: Q1 2026 in Review

Jefferies Financial Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 89,459 shares — an estimated $4.01M sold.

Jefferies Financial Group first reported a position in FE in Q3 2023 and held it in 3 quarters. The position peaked at $11.6M in Q2 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Jefferies Financial Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 89,459 FirstEnergy shares in Q1 2026, an estimated $4.01M.
Jefferies Financial Group first reported a position in FirstEnergy in Q3 2023 and held it in 3 quarters.
Jefferies Financial Group's FirstEnergy position peaked at $11.6M in Q2 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.