JFG
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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 		$133K Buy
+2,800
New +$133K ﹤0.01% 1513
2026
Q1 		– Sell
-80,000
Closed -$3.58M – 1890
2025
Q4 		$3.58M Buy
+80,000
New +$3.67M 0.02% 580

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Allspring Global Investments
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.