Logan Capital Management’s FirstEnergy FE Stock Holding History

Logan 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
2025 Q4	–	Sell	-195	Closed	-$8.94K	–	335
2025 Q3	$8.94K	Sell	195 -195	-50%	-$8.32K	﹤0.01%	353
2025 Q2	$15.7K	Hold	390	–	–	﹤0.01%	336
2025 Q1	$15.8K	Hold	390	–	–	﹤0.01%	380
2024 Q4	$15.5K	Hold	390	–	–	﹤0.01%	385
2024 Q3	$17.3K	Hold	390	–	–	﹤0.01%	386
2024 Q2	$14.9K	Sell	390 -202	-34%	-$7.83K	﹤0.01%	383
2024 Q1	$22.9K	Buy	592 +2	+0.3%	+$75	﹤0.01%	369
2023 Q4	$21.6K	Sell	590 -190	-24%	-$6.88K	﹤0.01%	380
2023 Q3	$26.7K	Hold	780	–	–	﹤0.01%	372
2023 Q2	$30.3K	Hold	780	–	–	﹤0.01%	362
2023 Q1	$31.2K	Hold	780	–	–	﹤0.01%	369
2022 Q4	$32.7K	Sell	780 -520	-40%	-$20.3K	﹤0.01%	371
2022 Q3	$48K	Hold	1,300	–	–	﹤0.01%	347
2022 Q2	$50K	Hold	1,300	–	–	﹤0.01%	352
2022 Q1	$60K	Hold	1,300	–	–	﹤0.01%	351
2021 Q4	$54K	Hold	1,300	–	–	﹤0.01%	359
2021 Q3	$46K	Hold	1,300	–	–	﹤0.01%	363
2021 Q2	$48K	Hold	1,300	–	–	﹤0.01%	356
2021 Q1	$45K	Buy	+1,300	New	+$42.5K	﹤0.01%	347

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Logan Capital Management's FE Position: Q4 2025 in Review

Logan Capital Management sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 195 shares — an estimated $8.94K sold.

Logan Capital Management first reported a position in FE in Q1 2021 and held it in 19 quarters. The position peaked at $60K in Q1 2022. 892 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Logan Capital Management reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 195 FirstEnergy shares in Q4 2025, an estimated $8.94K.
Logan Capital Management first reported a position in FirstEnergy in Q1 2021 and held it in 19 quarters.
Logan Capital Management's FirstEnergy position peaked at $60K in Q1 2022.
892 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.