Mad River Investors’s FirstEnergy FE Stock Holding History

Mad River Investors’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	-5,700	Closed	-$261K	–	37
2025 Q3	$261K	Buy	+5,700	New	+$243K	0.11%	35

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mad River Investors's FE Position: Q4 2025 in Review

Mad River Investors sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 5,700 shares — an estimated $261K sold.

Mad River Investors first reported a position in FE in Q3 2025 and held it in 1 quarter. The position peaked at $261K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Mad River Investors reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Mad River Investors sold 5,700 FirstEnergy shares in Q4 2025, an estimated $261K.
Mad River Investors first reported a position in FirstEnergy in Q3 2025 and held it in 1 quarter.
Mad River Investors's FirstEnergy position peaked at $261K in Q3 2025.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Mad River Investors's 13F filing for Q4 2025, filed 6 Feb 2026.