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Optima Capital’s FirstEnergy FE Stock Holding History

Optima Capital’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 		– Sell
-1
Closed -$45 – 548
2025
Q4 		$45 Buy
+1
New +$46 ﹤0.01% 1397

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optima Capital's FE Position: Q1 2026 in Review

Optima Capital sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 1 share — an estimated $45 sold.

Optima Capital first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $45 in Q4 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Optima Capital reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1 FirstEnergy share in Q1 2026, an estimated $45.
  • Optima Capital first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
  • Optima Capital's FirstEnergy position peaked at $45 in Q4 2025.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.