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Longfellow Investment Management’s FirstEnergy FE Stock Holding History

Longfellow Investment 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
Q2 		– Sell
-16,156
Closed -$653K – 277
2025
Q1 		$653K Buy
16,156
+6,737
+72% +$268K 0.16% 83
2024
Q4 		$375K Sell
9,419
-609
-6% -$25.5K 0.1% 115
2024
Q3 		$445K Sell
10,028
-5,390
-35% -$227K 0.11% 106
2024
Q2 		$590K Buy
15,418
+106
+0.7% +$4.11K 0.15% 83
2024
Q1 		$591K Buy
15,312
+113
+0.7% +$4.23K 0.13% 79
2023
Q4 		$557K Hold
15,199
– – 0.14% 86
2023
Q3 		$520K Buy
+15,199
New +$565K 0.14% 86
2022
Q2 		– Sell
-10,982
Closed -$504K – 383
2022
Q1 		$504K Hold
10,982
– – 0.08% 156
2021
Q4 		$457K Hold
10,982
– – 0.07% 163
2021
Q3 		$392K Hold
10,982
– – 0.06% 179
2021
Q2 		$409K Sell
10,982
-6,958
-39% -$259K 0.06% 183
2021
Q1 		$623K Buy
17,940
+7,130
+66% +$233K 0.07% 216
2020
Q4 		$331K Buy
+10,810
New +$324K 0.04% 226

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Longfellow Investment Management's FE Position: Q2 2025 in Review

Longfellow Investment Management sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 16,156 shares — an estimated $653K sold.

Longfellow Investment Management first reported a position in FE in Q4 2020 and held it in 13 quarters. The position peaked at $653K in Q1 2025. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Longfellow Investment Management reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 16,156 FirstEnergy shares in Q2 2025, an estimated $653K.
  • Longfellow Investment Management first reported a position in FirstEnergy in Q4 2020 and held it in 13 quarters.
  • Longfellow Investment Management's FirstEnergy position peaked at $653K in Q1 2025.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Longfellow Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.