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NorthRock Partners’s FirstEnergy FE Stock Holding History

NorthRock Partners’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
2025
Q4 		– Sell
-8,728
Closed -$400K – 731
2025
Q3 		$400K Buy
8,728
+2,538
+41% +$108K 0.01% 605
2025
Q2 		$249K Sell
6,190
-618
-9% -$25.5K 0.01% 583
2025
Q1 		$275K Buy
6,808
+126
+2% +$5.02K 0.01% 489
2024
Q4 		$266K Buy
6,682
+236
+4% +$9.87K 0.01% 507
2024
Q3 		$286K Buy
6,446
+144
+2% +$6.06K 0.01% 512
2024
Q2 		$241K Sell
6,302
-1,413
-18% -$54.8K 0.01% 527
2024
Q1 		$298K Buy
+7,715
New +$289K 0.01% 484
2021
Q4 		– Sell
-11,870
Closed -$423K – 345
2021
Q3 		$423K Buy
+11,870
New +$450K 0.03% 176

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners's FE Position: Q4 2025 in Review

NorthRock Partners sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 8,728 shares — an estimated $400K sold.

NorthRock Partners first reported a position in FE in Q3 2021 and held it in 8 quarters. The position peaked at $423K in Q3 2021. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • NorthRock Partners reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 8,728 FirstEnergy shares in Q4 2025, an estimated $400K.
  • NorthRock Partners first reported a position in FirstEnergy in Q3 2021 and held it in 8 quarters.
  • NorthRock Partners's FirstEnergy position peaked at $423K in Q3 2021.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.