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NEOS Investment Management’s FirstEnergy FE Stock Holding History

NEOS Investment 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 		$4.07M Buy
85,616
+1,762
+2% +$83.7K 0.02% 401
2026
Q1 		$4.25M Buy
83,854
+2,659
+3% +$129K 0.02% 364
2025
Q4 		$3.64M Buy
81,195
+12,362
+18% +$568K 0.02% 382
2025
Q3 		$3.15M Buy
68,833
+22,130
+47% +$945K 0.02% 370
2025
Q2 		$1.88M Buy
46,703
+8,915
+24% +$368K 0.02% 382
2025
Q1 		$1.53M Buy
37,788
+6,642
+21% +$264K 0.03% 373
2024
Q4 		$1.24M Buy
31,146
+7,467
+32% +$312K 0.03% 366
2024
Q3 		$1.05M Buy
23,679
+4,872
+26% +$205K 0.03% 369
2024
Q2 		$720K Buy
18,807
+5,976
+47% +$232K 0.03% 386
2024
Q1 		$496K Buy
12,831
+5,515
+75% +$206K 0.03% 385
2023
Q4 		$268K Buy
+7,316
New +$265K 0.03% 423

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NEOS Investment Management's FE Position: Q2 2026 in Review

NEOS Investment Management increased its FirstEnergy (FE) stake by 2.1% in Q2 2026, buying an estimated $83.7K and bringing the position to 85,616 shares worth $4.07M. The position accounts for 0.02% of the portfolio, ranked #401.

NEOS Investment Management first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.25M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • NEOS Investment Management held 85,616 shares of FirstEnergy worth $4.07M as of Q2 2026.
  • NEOS Investment Management bought 1,762 FirstEnergy shares in Q2 2026, an estimated $83.7K.
  • FirstEnergy made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #401 holding.
  • NEOS Investment Management first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's FirstEnergy position peaked at $4.25M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.