Midwest Trust’s FirstEnergy FE Stock Holding History

Midwest Trust’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	$2.59M	Sell	51,149 -3,358	-6%	-$163K	0.03%	265
2025 Q4	$2.44M	Buy	54,507 +1,358	+3%	+$62.4K	0.03%	262
2025 Q3	$2.44M	Sell	53,149 -934	-2%	-$39.9K	0.03%	266
2025 Q2	$2.18M	Buy	+54,083	New	+$2.23M	0.03%	273

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, 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

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

Midwest Trust's FE Position: Q1 2026 in Review

Midwest Trust reduced its FirstEnergy (FE) stake by 6.2% in Q1 2026, selling an estimated $163K and leaving 51,149 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #265.

Midwest Trust first reported a position in FE in Q2 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Midwest Trust held 51,149 shares of FirstEnergy worth $2.59M as of Q1 2026.
Midwest Trust sold 3,358 FirstEnergy shares in Q1 2026, an estimated $163K.
FirstEnergy made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #265 holding.
Midwest Trust first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.