Oxford Asset Management’s FirstEnergy FE Stock Holding History

Oxford 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
2025 Q3	–	Sell	-13,518	Closed	-$544K	–	545
2025 Q2	$544K	Buy	+13,518	New	+$558K	0.18%	184
2025 Q1	–	Sell	-5,866	Closed	-$233K	–	551
2024 Q4	$233K	Buy	+5,866	New	+$245K	0.1%	315
2020 Q1	–	Sell	-211,279	Closed	-$10.3M	–	591
2019 Q4	$10.3M	Buy	+211,279	New	+$10.1M	0.28%	63
2019 Q3	–	Sell	-16,220	Closed	-$694K	–	1794
2019 Q2	$694K	Buy	16,220 +10,419	+180%	+$438K	0.01%	1138
2019 Q1	$241K	Buy	+5,801	New	+$230K	0.01%	1464
2018 Q4	–	Sell	-75,415	Closed	-$2.79M	–	1878
2018 Q3	$2.79M	Buy	+75,415	New	+$2.76M	0.06%	479
2018 Q1	–	Sell	-72,226	Closed	-$2.2M	–	1700
2017 Q4	$2.2M	Buy	72,226 +33,739	+88%	+$1.1M	0.05%	524
2017 Q3	$1.18M	Sell	38,487 -14,720	-28%	-$463K	0.02%	873
2017 Q2	$1.55M	Buy	53,207 +32,332	+155%	+$960K	0.03%	727
2017 Q1	$664K	Buy	+20,875	New	+$644K	0.02%	956

Other funds holding FE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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