New England Asset Management’s FirstEnergy FE Stock Holding History

New England 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	$5.61M	Hold	110,715	–	–	0.71%	48
2025 Q4	$4.96M	Hold	110,715	–	–	0.65%	50
2025 Q3	$5.07M	Buy	110,715 +845	+0.8%	+$36.1K	0.66%	48
2025 Q2	$4.42M	Buy	109,870 +650	+0.6%	+$26.8K	0.69%	51
2025 Q1	$4.41M	Buy	109,220 +820	+0.8%	+$32.7K	0.72%	51
2024 Q4	$4.31M	Sell	108,400 -21,330	-16%	-$892K	0.74%	49
2024 Q3	$5.75M	Buy	129,730 +3,660	+3%	+$154K	0.9%	43
2024 Q2	$4.82M	Sell	126,070 -3,885	-3%	-$151K	0.8%	48
2024 Q1	$5.02M	Buy	129,955 +8,155	+7%	+$305K	0.78%	48
2023 Q4	$4.47M	Buy	+121,800	New	+$4.41M	0.72%	51

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

New England Asset Management's FE Position: Q1 2026 in Review

New England Asset Management held its FirstEnergy (FE) position steady in Q1 2026 at 110,715 shares worth $5.61M. The position accounts for 0.71% of the portfolio, ranked #48.

New England Asset Management first reported a position in FE in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.75M in Q3 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

New England Asset Management held 110,715 shares of FirstEnergy worth $5.61M as of Q1 2026.
New England Asset Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.71% of New England Asset Management's portfolio in Q1 2026, its #48 holding.
New England Asset Management first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
New England Asset Management's FirstEnergy position peaked at $5.75M in Q3 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.