LC
FE icon

Lindbrook Capital’s FirstEnergy FE Stock Holding History

Lindbrook Capital’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
Q1 		$79.3K Sell
1,962
-3,737
-66% -$149K 0.01% 772
2024
Q4 		$227K Sell
5,699
-496
-8% -$20.7K 0.02% 365
2024
Q3 		$275K Sell
6,195
-979
-14% -$41.2K 0.02% 325
2024
Q2 		$275K Buy
7,174
+202
+3% +$7.83K 0.03% 299
2024
Q1 		$269K Sell
6,972
-93
-1% -$3.48K 0.03% 304
2023
Q4 		$259K Buy
7,065
+1,564
+28% +$56.6K 0.03% 300
2023
Q3 		$188K Sell
5,501
-155
-3% -$5.77K 0.02% 329
2023
Q2 		$220K Buy
5,656
+510
+10% +$20K 0.02% 309
2023
Q1 		$206K Buy
5,146
+227
+5% +$9.17K 0.02% 306
2022
Q4 		$206K Buy
4,919
+99
+2% +$3.87K 0.03% 322
2022
Q3 		$178K Buy
4,820
+168
+4% +$6.64K 0.03% 286
2022
Q2 		$179K Sell
4,652
-1,127
-20% -$48.1K 0.03% 307
2022
Q1 		$265K Buy
5,779
+96
+2% +$4.06K 0.04% 239
2021
Q4 		$236K Buy
5,683
+5,593
+6,214% +$216K 0.04% 268
2021
Q3 		$3K Hold
90
– – ﹤0.01% 1402
2021
Q2 		$3K Hold
90
– – ﹤0.01% 1460
2021
Q1 		$3K Buy
90
+15
+20% +$490 ﹤0.01% 1412
2020
Q4 		$2K Buy
75
+8
+12% +$240 ﹤0.01% 1440
2020
Q3 		$2K Sell
67
-453
-87% -$14.2K ﹤0.01% 1383
2020
Q2 		$20K Sell
520
-192
-27% -$7.94K 0.01% 604
2020
Q1 		$29K Hold
712
– – 0.01% 438
2019
Q4 		$35K Hold
712
– – 0.01% 551
2019
Q3 		$34K Hold
712
– – 0.01% 540
2019
Q2 		$30K Buy
712
+52
+8% +$2.19K 0.01% 569
2019
Q1 		$27K Hold
660
– – 0.01% 596
2018
Q4 		$24K Buy
+660
New +$25K 0.01% 548

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's FE Position: Q1 2025 in Review

Lindbrook Capital reduced its FirstEnergy (FE) stake by 66% in Q1 2025, selling an estimated $149K and leaving 1,962 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #772.

Lindbrook Capital first reported a position in FE in Q4 2018 and has held it in 26 quarters since. The position peaked at $275K in Q3 2024. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Lindbrook Capital held 1,962 shares of FirstEnergy worth $79.3K as of Q1 2025.
  • Lindbrook Capital sold 3,737 FirstEnergy shares in Q1 2025, an estimated $149K.
  • FirstEnergy made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #772 holding.
  • Lindbrook Capital first reported a position in FirstEnergy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's FirstEnergy position peaked at $275K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.