Neo Ivy Capital Management’s FirstEnergy FE Stock Holding History

Neo Ivy Capital 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 Q2	$293K	Buy	+6,166	New	+$293K	0.07%	271
2025 Q3	–	Sell	-19,104	Closed	-$769K	–	435
2025 Q2	$769K	Buy	+19,104	New	+$788K	0.25%	146
2024 Q4	–	Sell	-46,224	Closed	-$2.05M	–	316
2024 Q3	$2.05M	Buy	+46,224	New	+$1.95M	0.66%	55
2022 Q4	–	Sell	-1,076	Closed	-$40K	–	410
2022 Q3	$40K	Buy	1,076 +125	+13%	+$4.94K	0.11%	248
2022 Q2	$36K	Buy	+951	New	+$40.6K	0.1%	263
2021 Q4	–	Sell	-12,657	Closed	-$491K	–	495
2021 Q3	$491K	Buy	12,657 +9,998	+376%	+$379K	0.56%	52
2021 Q2	$99K	Sell	2,659 -7,290	-73%	-$271K	0.1%	257
2021 Q1	$345K	Buy	+9,949	New	+$325K	0.38%	90
2020 Q3	–	Sell	-12,657	Closed	-$491K	–	505
2020 Q2	$491K	Buy	+12,657	New	+$523K	0.56%	52
2020 Q1	–	Sell	-10,897	Closed	-$530K	–	484
2019 Q4	$530K	Sell	10,897 -3,004	-22%	-$144K	0.61%	77
2019 Q3	$639K	Buy	+13,901	New	+$629K	0.42%	123

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's FE Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in FirstEnergy (FE) in Q2 2026: 6,166 shares worth $293K. The stake represents 0.07% of the portfolio and ranks #271 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in FE as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in FE in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2024. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Neo Ivy Capital Management held 6,166 shares of FirstEnergy worth $293K as of Q2 2026.
FirstEnergy was a new Neo Ivy Capital Management position in Q2 2026.
FirstEnergy made up 0.07% of Neo Ivy Capital Management's portfolio in Q2 2026, its #271 holding.
Neo Ivy Capital Management first reported a position in FirstEnergy in Q3 2019 and has held it in 11 quarters since.
Neo Ivy Capital Management's FirstEnergy position peaked at $2.05M in Q3 2024.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.