R Squared’s FirstEnergy FE Stock Holding History

R Squared’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 Q2	$320K	Sell	6,739 -6,931	-51%	-$329K	0.17%	198
2026 Q1	$693K	Buy	13,670 +7,314	+115%	+$355K	0.38%	57
2025 Q4	$285K	Buy	+6,356	New	+$292K	0.13%	247
2025 Q3	–	Sell	-11,137	Closed	-$448K	–	611
2025 Q2	$448K	Sell	11,137 -5,923	-35%	-$244K	0.25%	126
2025 Q1	$690K	Sell	17,060 -11,634	-41%	-$463K	0.74%	27
2024 Q4	$1.14M	Buy	+28,694	New	+$1.2M	1.11%	2

Other funds holding FE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

R Squared's FE Position: Q2 2026 in Review

R Squared reduced its FirstEnergy (FE) stake by 51% in Q2 2026, selling an estimated $329K and leaving 6,739 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #198.

R Squared first reported a position in FE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

R Squared held 6,739 shares of FirstEnergy worth $320K as of Q2 2026.
R Squared sold 6,931 FirstEnergy shares in Q2 2026, an estimated $329K.
FirstEnergy made up 0.17% of R Squared's portfolio in Q2 2026, its #198 holding.
R Squared first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
R Squared's FirstEnergy position peaked at $1.14M in Q4 2024.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.