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 Q3	$520	Hold	12	–	–	﹤0.01%	707
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 $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MOTCO's FE Position: Q3 2026 in Review

MOTCO held its FirstEnergy (FE) position steady in Q3 2026 at 12 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #707.

MOTCO first reported a position in FE in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2013. 644 funds tracked by Wall St. Rank hold FE as of Q3 2026.

MOTCO held 12 shares of FirstEnergy worth $520 as of Q3 2026.
MOTCO left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #707 holding.
MOTCO first reported a position in FirstEnergy in Q2 2013 and has held it in 16 quarters since.
MOTCO's FirstEnergy position peaked at $1.54M in Q2 2013.
644 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.