MOTCO’s FirstEnergy FE Stock Holding History

MOTCO’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 Q2	$570	Buy	+12	New	+$570	﹤0.01%	659
2024 Q4	–	Sell	-435	Closed	-$19.3K	–	516
2024 Q3	$19.3K	Buy	+435	New	+$18.3K	﹤0.01%	426
2024 Q1	–	Sell	-1	Closed	-$37	–	708
2023 Q4	$37	Hold	1	–	–	﹤0.01%	748
2023 Q3	$34	Hold	1	–	–	﹤0.01%	823
2023 Q2	$39	Buy	+1	New	+$39	﹤0.01%	1023
2022 Q4	–	Sell	-200	Closed	-$7K	–	631
2022 Q3	$7K	Sell	200 -1,312	-87%	-$51.8K	﹤0.01%	533
2022 Q2	$58K	Buy	+1,512	New	+$64.5K	﹤0.01%	343
2021 Q1	–	Sell	-19	Closed	-$1K	–	650
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	735
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	637
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	602
2020 Q1	$1K	Buy	+19	New	+$883	﹤0.01%	605
2019 Q3	–	Sell	-105	Closed	-$4K	–	594
2019 Q2	$4K	Buy	+105	New	+$4.41K	﹤0.01%	736
2014 Q1	–	Sell	-146	Closed	-$5K	–	565
2013 Q4	$5K	Sell	146 -8	-5%	-$282	﹤0.01%	544
2013 Q3	$6K	Sell	154 -41,229	-100%	-$1.55M	﹤0.01%	511
2013 Q2	$1.54M	Buy	+41,383	New	+$1.74M	0.2%	122

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MOTCO's FE Position: Q2 2026 in Review

MOTCO opened a new position in FirstEnergy (FE) in Q2 2026: 12 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: MOTCO previously reported a position in FE as recently as Q3 2024.

MOTCO first reported a position in FE in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2013. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

MOTCO held 12 shares of FirstEnergy worth $570 as of Q2 2026.
FirstEnergy was a new MOTCO position in Q2 2026.
FirstEnergy made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #659 holding.
MOTCO first reported a position in FirstEnergy in Q2 2013 and has held it in 15 quarters since.
MOTCO's FirstEnergy position peaked at $1.54M in Q2 2013.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.