Petrus Trust Company’s FirstEnergy FE Stock Holding History

Petrus Trust Company’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	-6,845	Closed	-$276K	–	297
2025 Q2	$276K	Sell	6,845 -10,231	-60%	-$422K	0.03%	354
2025 Q1	$690K	Buy	+17,076	New	+$680K	0.06%	95

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Petrus Trust Company's FE Position: Q3 2025 in Review

Petrus Trust Company sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 6,845 shares — an estimated $276K sold.

Petrus Trust Company first reported a position in FE in Q1 2025 and held it in 2 quarters. The position peaked at $690K in Q1 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

Petrus Trust Company reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 6,845 FirstEnergy shares in Q3 2025, an estimated $276K.
Petrus Trust Company first reported a position in FirstEnergy in Q1 2025 and held it in 2 quarters.
Petrus Trust Company's FirstEnergy position peaked at $690K in Q1 2025.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.