Rakuten Investment Management’s FirstEnergy FE Stock Holding History

Rakuten Investment Management’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	$4.17M	Buy	86,810 +8,209	+10%	+$390K	0.01%	315
2026 Q1	$3.96M	Buy	78,601 +8,995	+13%	+$436K	0.01%	296
2025 Q4	$3.12M	Buy	69,606 +59,861	+614%	+$2.75M	0.01%	359
2025 Q3	$583K	Buy	+9,745	New	+$416K	﹤0.01%	544
2025 Q1	$1.92M	Buy	+47,836	New	+$1.9M	0.01%	384
2024 Q3	$1.31M	Buy	29,669 +7,227	+32%	+$304K	0.01%	300
2024 Q2	$865K	Buy	22,442 +8,307	+59%	+$322K	0.01%	302
2024 Q1	$546K	Buy	14,135 +12,837	+989%	+$480K	﹤0.01%	309
2023 Q4	$47.5K	Buy	+1,298	New	+$47K	﹤0.01%	298

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Rakuten Investment Management's FE Position: Q2 2026 in Review

Rakuten Investment Management increased its FirstEnergy (FE) stake by 10% in Q2 2026, buying an estimated $390K and bringing the position to 86,810 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #315.

Rakuten Investment Management first reported a position in FE in Q4 2023 and has held it in 9 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Rakuten Investment Management held 86,810 shares of FirstEnergy worth $4.17M as of Q2 2026.
Rakuten Investment Management bought 8,209 FirstEnergy shares in Q2 2026, an estimated $390K.
FirstEnergy made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #315 holding.
Rakuten Investment Management first reported a position in FirstEnergy in Q4 2023 and has held it in 9 quarters since.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.