Kovitz Investment Group Partners
FE icon

Kovitz Investment Group Partners’s FirstEnergy FE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-10,001
Closed -$458K – 744
2025
Q3 		$458K Sell
10,001
-923
-8% -$39.4K ﹤0.01% 1067
2025
Q2 		$440K Buy
10,924
+117
+1% +$4.83K ﹤0.01% 1021
2025
Q1 		$437K Sell
10,807
-170
-2% -$6.77K ﹤0.01% 943
2024
Q4 		$437K Buy
+10,977
New +$459K ﹤0.01% 940

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BlackRock
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State Street
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Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's FE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 10,001 shares — an estimated $458K sold.

Kovitz Investment Group Partners first reported a position in FE in Q4 2024 and held it in 4 quarters. The position peaked at $458K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,001 FirstEnergy shares in Q4 2025, an estimated $458K.
  • Kovitz Investment Group Partners first reported a position in FirstEnergy in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's FirstEnergy position peaked at $458K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.