Pinnacle Associates’s FirstEnergy FE Stock Holding History

Pinnacle Associates’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 Q2	–	Sell	-5,155	Closed	-$208K	–	851
2025 Q1	$208K	Buy	5,155 +45	+0.9%	+$1.79K	﹤0.01%	790
2024 Q4	$203K	Buy	+5,110	New	+$214K	﹤0.01%	802
2023 Q2	–	Sell	-5,564	Closed	-$223K	–	826
2023 Q1	$223K	Buy	+5,564	New	+$225K	﹤0.01%	702
2019 Q3	–	Sell	-4,760	Closed	-$204K	–	709
2019 Q2	$204K	Sell	4,760 -3,352	-41%	-$141K	﹤0.01%	667
2019 Q1	$338K	Buy	8,112 +1,758	+28%	+$69.8K	0.01%	589
2018 Q4	$239K	Sell	6,354 -642	-9%	-$24.3K	0.01%	612
2018 Q3	$260K	Sell	6,996 -2,916	-29%	-$107K	0.01%	632
2018 Q2	$356K	Buy	+9,912	New	+$340K	0.01%	562
2013 Q4	–	Sell	-7,039	Closed	-$257K	–	597
2013 Q3	$257K	Sell	7,039 -989	-12%	-$37.1K	0.01%	525
2013 Q2	$300K	Buy	+8,028	New	+$338K	0.01%	479

Other funds holding FE

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, 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pinnacle Associates's FE Position: Q2 2025 in Review

Pinnacle Associates sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 5,155 shares — an estimated $208K sold.

Pinnacle Associates first reported a position in FE in Q2 2013 and held it in 10 quarters. The position peaked at $356K in Q2 2018. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Pinnacle Associates reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
Pinnacle Associates sold 5,155 FirstEnergy shares in Q2 2025, an estimated $208K.
Pinnacle Associates first reported a position in FirstEnergy in Q2 2013 and held it in 10 quarters.
Pinnacle Associates's FirstEnergy position peaked at $356K in Q2 2018.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Pinnacle Associates's 13F filing for Q2 2025, filed 4 Aug 2025.