MAM
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Magellan Asset Management’s FirstEnergy FE Stock Holding History

Magellan Asset 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
2026
Q1 		$31.2M Buy
615,485
+142,026
+30% +$6.89M 0.4% 51
2025
Q4 		$21.2M Buy
473,459
+21,740
+5% +$998K 0.26% 53
2025
Q3 		$20.7M Buy
451,719
+38,011
+9% +$1.62M 0.25% 52
2025
Q2 		$16.7M Sell
413,708
-4,294
-1% -$177K 0.19% 55
2025
Q1 		$16.9M Sell
418,002
-3,766
-0.9% -$150K 0.21% 54
2024
Q4 		$16.8M Sell
421,768
-71,925
-15% -$3.01M 0.18% 53
2024
Q3 		$21.9M Sell
493,693
-15,183
-3% -$639K 0.22% 51
2024
Q2 		$19.5M Buy
508,876
+33,414
+7% +$1.3M 0.19% 52
2024
Q1 		$18.4M Buy
475,462
+8,201
+2% +$307K 0.18% 51
2023
Q4 		$17.1M Sell
467,261
-1,841
-0.4% -$66.6K 0.17% 52
2023
Q3 		$16M Buy
469,102
+29,996
+7% +$1.12M 0.17% 52
2023
Q2 		$17.1M Buy
439,106
+36,562
+9% +$1.43M 0.15% 48
2023
Q1 		$16.1M Sell
402,544
-15,388
-4% -$622K 0.14% 50
2022
Q4 		$17.5M Sell
417,932
-2,510
-0.6% -$98.1K 0.15% 48
2022
Q3 		$15.6M Sell
420,442
-6,553
-2% -$259K 0.11% 46
2022
Q2 		$16.4M Sell
426,995
-64,106
-13% -$2.74M 0.09% 45
2022
Q1 		$22.5M Sell
491,101
-38,821
-7% -$1.64M 0.09% 42
2021
Q4 		$22M Buy
529,922
+34,825
+7% +$1.34M 0.06% 39
2021
Q3 		$17.6M Buy
495,097
+79,367
+19% +$3.01M 0.04% 39
2021
Q2 		$15.5M Sell
415,730
-41,008
-9% -$1.52M 0.03% 38
2021
Q1 		$15.8M Sell
456,738
-54,038
-11% -$1.77M 0.03% 38
2020
Q4 		$15.6M Buy
510,776
+9,301
+2% +$279K 0.04% 39
2020
Q3 		$14.4M Sell
501,475
-2,966,509
-86% -$93.1M 0.04% 38
2020
Q2 		$134M Sell
3,467,984
-853,967
-20% -$35.3M 0.4% 21
2020
Q1 		$173M Sell
4,321,951
-388,451
-8% -$18.1M 0.6% 21
2019
Q4 		$229M Buy
4,710,402
+353,774
+8% +$16.9M 0.6% 23
2019
Q3 		$210M Buy
4,356,628
+217,199
+5% +$9.83M 0.6% 23
2019
Q2 		$177M Buy
4,139,429
+3,717,332
+881% +$156M 0.51% 25
2019
Q1 		$17.6M Buy
422,097
+67,208
+19% +$2.67M 0.06% 38
2018
Q4 		$13.3M Buy
+354,889
New +$13.4M 0.05% 35

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Magellan Asset Management's FE Position: Q1 2026 in Review

Magellan Asset Management increased its FirstEnergy (FE) stake by 30% in Q1 2026, buying an estimated $6.89M and bringing the position to 615,485 shares worth $31.2M. The position accounts for 0.4% of the portfolio, ranked #51.

Magellan Asset Management first reported a position in FE in Q4 2018 and has held it in 30 quarters since. The position peaked at $229M in Q4 2019. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Magellan Asset Management held 615,485 shares of FirstEnergy worth $31.2M as of Q1 2026.
  • Magellan Asset Management bought 142,026 FirstEnergy shares in Q1 2026, an estimated $6.89M.
  • FirstEnergy made up 0.4% of Magellan Asset Management's portfolio in Q1 2026, its #51 holding.
  • Magellan Asset Management first reported a position in FirstEnergy in Q4 2018 and has held it in 30 quarters since.
  • Magellan Asset Management's FirstEnergy position peaked at $229M in Q4 2019.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Magellan Asset Management's 13F filing for Q1 2026, filed 12 May 2026.