Jupiter Asset Management’s FirstEnergy FE Stock Holding History

Jupiter Asset 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	$23.1M	Sell	485,270 -17,621	-4%	-$837K	0.11%	215
2026 Q1	$25.5M	Buy	+502,891	New	+$24.4M	0.14%	184
2025 Q1	–	Sell	-389,285	Closed	-$15.5M	–	462
2024 Q4	$15.5M	Buy	389,285 +59,504	+18%	+$2.49M	0.15%	184
2024 Q3	$14.6M	Buy	+329,781	New	+$13.9M	0.13%	190
2023 Q3	–	Sell	-941,793	Closed	-$36.6M	–	515
2023 Q2	$36.6M	Buy	941,793 +775,550	+467%	+$30.4M	0.4%	65
2023 Q1	$6.66M	Sell	166,243 -868,931	-84%	-$35.1M	0.09%	202
2022 Q4	$43.4M	Buy	1,035,174 +978,207	+1,717%	+$38.2M	0.64%	37
2022 Q3	$2.11M	Sell	56,967 -1,117,762	-95%	-$44.2M	0.03%	339
2022 Q2	$45.1M	Buy	+1,174,729	New	+$50.1M	0.63%	31
2022 Q1	–	Sell	-231,317	Closed	-$9.57M	–	550
2021 Q4	$9.57M	Buy	+231,317	New	+$8.92M	0.11%	210

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

Jupiter Asset Management's FE Position: Q2 2026 in Review

Jupiter Asset Management reduced its FirstEnergy (FE) stake by 3.5% in Q2 2026, selling an estimated $837K and leaving 485,270 shares worth $23.1M. The position accounts for 0.11% of the portfolio, ranked #215.

Jupiter Asset Management first reported a position in FE in Q4 2021 and has held it in 10 quarters since. The position peaked at $45.1M in Q2 2022. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Jupiter Asset Management held 485,270 shares of FirstEnergy worth $23.1M as of Q2 2026.
Jupiter Asset Management sold 17,621 FirstEnergy shares in Q2 2026, an estimated $837K.
FirstEnergy made up 0.11% of Jupiter Asset Management's portfolio in Q2 2026, its #215 holding.
Jupiter Asset Management first reported a position in FirstEnergy in Q4 2021 and has held it in 10 quarters since.
Jupiter Asset Management's FirstEnergy position peaked at $45.1M in Q2 2022.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.