Private Capital Management (Florida)’s FirstEnergy FE Stock Holding History

Private Capital Management (Florida)’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	$1.6M	Buy	31,628 +2,100	+7%	+$102K	0.16%	80
2025 Q4	$1.32M	Sell	29,528 -99	-0.3%	-$4.55K	0.12%	84
2025 Q3	$1.36M	Sell	29,627 -100	-0.3%	-$4.27K	0.12%	82
2025 Q2	$1.2M	Sell	29,727 -5,400	-15%	-$223K	0.12%	83
2025 Q1	$1.42M	Buy	35,127 +11,600	+49%	+$462K	0.16%	66
2024 Q4	$936K	Buy	23,527 +7,827	+50%	+$327K	0.1%	73
2024 Q3	$696K	Buy	15,700 +700	+5%	+$29.5K	0.07%	82
2024 Q2	$574K	Hold	15,000	–	–	0.07%	87
2024 Q1	$579K	Hold	15,000	–	–	0.06%	88
2023 Q4	$550K	Hold	15,000	–	–	0.06%	96
2023 Q3	$513K	Hold	15,000	–	–	0.06%	99
2023 Q2	$583K	Buy	15,000 +4,500	+43%	+$177K	0.07%	83
2023 Q1	$421K	Buy	10,500 +5,000	+91%	+$202K	0.05%	93
2022 Q4	$231K	Hold	5,500	–	–	0.03%	110
2022 Q3	$204K	Buy	+5,500	New	+$217K	0.03%	134
2020 Q4	–	Sell	-14,700	Closed	-$441K	–	65
2020 Q3	$422K	Buy	+14,700	New	+$461K	0.1%	64

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, 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

Private Capital Management (Florida)'s FE Position: Q1 2026 in Review

Private Capital Management (Florida) increased its FirstEnergy (FE) stake by 7.1% in Q1 2026, buying an estimated $102K and bringing the position to 31,628 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #80.

Private Capital Management (Florida) first reported a position in FE in Q3 2020 and has held it in 16 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Private Capital Management (Florida) held 31,628 shares of FirstEnergy worth $1.6M as of Q1 2026.
Private Capital Management (Florida) bought 2,100 FirstEnergy shares in Q1 2026, an estimated $102K.
FirstEnergy made up 0.16% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #80 holding.
Private Capital Management (Florida) first reported a position in FirstEnergy in Q3 2020 and has held it in 16 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.