North Star Investment Management’s FirstEnergy FE Stock Holding History

North Star 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 Q1	$54.9K	Buy	1,084 +18	+2%	+$873	﹤0.01%	713
2025 Q4	$47.7K	Buy	1,066 +66	+7%	+$3.03K	﹤0.01%	680
2025 Q3	$45.8K	Hold	1,000	–	–	﹤0.01%	672
2025 Q2	$40.3K	Hold	1,000	–	–	﹤0.01%	679
2025 Q1	$40.4K	Hold	1,000	–	–	﹤0.01%	650
2024 Q4	$39.8K	Hold	1,000	–	–	﹤0.01%	656
2024 Q3	$44.4K	Hold	1,000	–	–	﹤0.01%	621
2024 Q2	$38.3K	Hold	1,000	–	–	﹤0.01%	637
2024 Q1	$38.6K	Hold	1,000	–	–	﹤0.01%	651
2023 Q4	$36.7K	Hold	1,000	–	–	﹤0.01%	639
2023 Q3	$34.2K	Sell	1,000 -207	-17%	-$7.7K	﹤0.01%	659
2023 Q2	$46.9K	Hold	1,207	–	–	﹤0.01%	617
2023 Q1	$48.4K	Hold	1,207	–	–	﹤0.01%	618
2022 Q4	$50.6K	Hold	1,207	–	–	﹤0.01%	590
2022 Q3	$45K	Sell	1,207 -465	-28%	-$18.4K	﹤0.01%	558
2022 Q2	$64K	Hold	1,672	–	–	0.01%	517
2022 Q1	$77K	Hold	1,672	–	–	0.01%	503
2021 Q4	$70K	Hold	1,672	–	–	﹤0.01%	544
2021 Q3	$60K	Hold	1,672	–	–	﹤0.01%	553
2021 Q2	$62K	Hold	1,672	–	–	﹤0.01%	546
2021 Q1	$58K	Hold	1,672	–	–	0.01%	526
2020 Q4	$51K	Sell	1,672 -200	-11%	-$5.99K	0.01%	530
2020 Q3	$54K	Sell	1,872 -265	-12%	-$8.31K	0.01%	502
2020 Q2	$83K	Hold	2,137	–	–	0.01%	417
2020 Q1	$86K	Hold	2,137	–	–	0.01%	413
2019 Q4	$104K	Hold	2,137	–	–	0.01%	429
2019 Q3	$103K	Buy	+2,137	New	+$96.7K	0.01%	424
2019 Q2	–	Sell	-2,137	Closed	-$89K	–	574
2019 Q1	$89K	Hold	2,137	–	–	0.01%	459
2018 Q4	$80K	Sell	2,137 -825	-28%	-$31.3K	0.01%	450
2018 Q3	$110K	Buy	2,962 +825	+39%	+$30.1K	0.01%	432
2018 Q2	$77K	Hold	2,137	–	–	0.01%	488
2018 Q1	$73K	Buy	2,137 +200	+10%	+$6.42K	0.01%	491
2017 Q4	$59K	Hold	1,937	–	–	0.01%	508
2017 Q3	$60K	Hold	1,937	–	–	0.01%	513
2017 Q2	$56K	Hold	1,937	–	–	0.01%	518
2017 Q1	$62K	Hold	1,937	–	–	0.01%	488
2016 Q4	$60K	Buy	1,937 +200	+12%	+$6.41K	0.01%	472
2016 Q3	$57K	Sell	1,737 -200	-10%	-$6.79K	0.01%	396
2016 Q2	$68K	Sell	1,937 -200	-9%	-$6.78K	0.01%	374
2016 Q1	$77K	Sell	2,137 -200	-9%	-$6.72K	0.01%	360
2015 Q4	$74K	Hold	2,337	–	–	0.01%	366
2015 Q3	$73K	Hold	2,337	–	–	0.02%	363
2015 Q2	$76K	Hold	2,337	–	–	0.01%	357
2015 Q1	$82K	Hold	2,337	–	–	0.02%	346
2014 Q4	$91K	Hold	2,337	–	–	0.02%	330
2014 Q3	$78K	Hold	2,337	–	–	0.02%	333
2014 Q2	$81K	Hold	2,337	–	–	0.02%	336
2014 Q1	$80K	Buy	+2,337	New	+$73.9K	0.02%	338

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

North Star Investment Management's FE Position: Q1 2026 in Review

North Star Investment Management increased its FirstEnergy (FE) stake by 1.7% in Q1 2026, buying an estimated $873 and bringing the position to 1,084 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

North Star Investment Management first reported a position in FE in Q1 2014 and has held it in 48 quarters since. The position peaked at $110K in Q3 2018. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

North Star Investment Management held 1,084 shares of FirstEnergy worth $54.9K as of Q1 2026.
North Star Investment Management bought 18 FirstEnergy shares in Q1 2026, an estimated $873.
FirstEnergy made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #713 holding.
North Star Investment Management first reported a position in FirstEnergy in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's FirstEnergy position peaked at $110K in Q3 2018.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.