Lombard Odier Asset Management (USA)’s FirstEnergy FE Stock Holding History

Lombard Odier Asset Management (USA)’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	–	Sell	-78,654	Closed	-$3.13M	–	244
2024 Q4	$3.13M	Buy	78,654 +16,750	+27%	+$700K	0.23%	59
2024 Q3	$2.75M	Buy	61,904 +18,241	+42%	+$768K	0.18%	67
2024 Q2	$1.67M	Buy	+43,663	New	+$1.69M	0.12%	87
2021 Q4	–	Sell	-45,000	Closed	-$1.6M	–	382
2021 Q3	$1.6M	Hold	45,000	–	–	0.07%	155
2021 Q2	$1.67M	Buy	+45,000	New	+$1.67M	0.07%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Lombard Odier Asset Management (USA)'s FE Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 78,654 shares — an estimated $3.13M sold.

Lombard Odier Asset Management (USA) first reported a position in FE in Q2 2021 and held it in 5 quarters. The position peaked at $3.13M in Q4 2024. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Lombard Odier Asset Management (USA) reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 78,654 FirstEnergy shares in Q1 2025, an estimated $3.13M.
Lombard Odier Asset Management (USA) first reported a position in FirstEnergy in Q2 2021 and held it in 5 quarters.
Lombard Odier Asset Management (USA)'s FirstEnergy position peaked at $3.13M in Q4 2024.
797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.