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 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 $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

R Squared's FE Position: Q1 2026 in Review

R Squared increased its FirstEnergy (FE) stake by 115% in Q1 2026, buying an estimated $355K and bringing the position to 13,670 shares worth $693K. The position accounts for 0.38% of the portfolio, ranked #57.

R Squared first reported a position in FE in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

R Squared held 13,670 shares of FirstEnergy worth $693K as of Q1 2026.
R Squared bought 7,314 FirstEnergy shares in Q1 2026, an estimated $355K.
FirstEnergy made up 0.38% of R Squared's portfolio in Q1 2026, its #57 holding.
R Squared first reported a position in FirstEnergy in Q4 2024 and has held it in 5 quarters since.
R Squared's FirstEnergy position peaked at $1.14M in Q4 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.