Mystic Asset Management’s FirstEnergy FE Stock Holding History

Mystic 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	$376K	Buy	7,417 +250	+3%	+$12.1K	0.09%	168
2025 Q4	$321K	Buy	7,167 +1	+0%	+$46	0.07%	180
2025 Q3	$328K	Sell	7,166 -92	-1%	-$3.93K	0.07%	176
2025 Q2	$292K	Hold	7,258	–	–	0.07%	191
2025 Q1	$293K	Hold	7,258	–	–	0.08%	183
2024 Q4	$289K	Hold	7,258	–	–	0.08%	179
2024 Q3	$322K	Hold	7,258	–	–	0.12%	136
2024 Q2	$278K	Hold	7,258	–	–	0.11%	139
2024 Q1	$280K	Sell	7,258 -150	-2%	-$5.61K	0.12%	138
2023 Q4	$272K	Buy	7,408 +633	+9%	+$22.9K	0.13%	133
2023 Q3	$232K	Buy	6,775 +450	+7%	+$16.7K	0.13%	131
2023 Q2	$246K	Sell	6,325 -1,000	-14%	-$39.2K	0.13%	131
2023 Q1	$293K	Sell	7,325 -275	-4%	-$11.1K	0.16%	123
2022 Q4	$319K	Hold	7,600	–	–	0.18%	118
2022 Q3	$281K	Hold	7,600	–	–	0.18%	122
2022 Q2	$291K	Hold	7,600	–	–	0.18%	122
2022 Q1	$348K	Buy	7,600 +275	+4%	+$11.6K	0.19%	124
2021 Q4	$304K	Buy	+7,325	New	+$282K	0.14%	133

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

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

Mystic Asset Management increased its FirstEnergy (FE) stake by 3.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 7,417 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #168.

Mystic Asset Management first reported a position in FE in Q4 2021 and has held it in 18 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Mystic Asset Management held 7,417 shares of FirstEnergy worth $376K as of Q1 2026.
Mystic Asset Management bought 250 FirstEnergy shares in Q1 2026, an estimated $12.1K.
FirstEnergy made up 0.09% of Mystic Asset Management's portfolio in Q1 2026, its #168 holding.
Mystic Asset Management first reported a position in FirstEnergy in Q4 2021 and has held it in 18 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.