Jones Road Capital Management’s FirstEnergy FE Stock Holding History

Jones Road Capital Management’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	$1.27M	Buy	+26,700	New	+$1.27M	2.59%	8
2022 Q1	–	Sell	-95,000	Closed	-$3.95M	–	69
2021 Q4	$3.95M	Buy	+95,000	New	+$3.66M	0.85%	34
2021 Q3	–	Sell	-146,975	Closed	-$5.58M	–	69
2021 Q2	$5.47M	Buy	146,975 +10,975	+8%	+$408K	1.84%	18
2021 Q1	$4.72M	Buy	136,000 +33,000	+32%	+$1.08M	1.7%	23
2020 Q4	$3.15M	Buy	+103,000	New	+$3.09M	1.27%	28

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 $3.37T AUM 44.26% 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

Jones Road Capital Management's FE Position: Q2 2026 in Review

Jones Road Capital Management opened a new position in FirstEnergy (FE) in Q2 2026: 26,700 shares worth $1.27M. The stake represents 2.59% of the portfolio and ranks #8 among its holdings. This is a return to the name: Jones Road Capital Management previously reported a position in FE as recently as Q4 2021.

Jones Road Capital Management first reported a position in FE in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.47M in Q2 2021. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Jones Road Capital Management held 26,700 shares of FirstEnergy worth $1.27M as of Q2 2026.
FirstEnergy was a new Jones Road Capital Management position in Q2 2026.
FirstEnergy made up 2.59% of Jones Road Capital Management's portfolio in Q2 2026, its #8 holding.
Jones Road Capital Management first reported a position in FirstEnergy in Q4 2020 and has held it in 5 quarters since.
Jones Road Capital Management's FirstEnergy position peaked at $5.47M in Q2 2021.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Jones Road Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.