Richard Bernstein Advisors’s FirstEnergy FE Stock Holding History

Richard Bernstein Advisors’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	–	Sell	-49,513	Closed	-$2.22M	–	239
2025 Q4	$2.22M	Sell	49,513 -5,489	-10%	-$252K	0.07%	57
2025 Q3	$2.52M	Sell	55,002 -63,821	-54%	-$2.72M	0.07%	62
2025 Q2	$4.78M	Hold	118,823	–	–	0.12%	71
2025 Q1	$4.8M	Sell	118,823 -5,812	-5%	-$231K	0.12%	64
2024 Q4	$4.96M	Buy	+124,635	New	+$5.21M	0.11%	72

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

Richard Bernstein Advisors's FE Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 49,513 shares — an estimated $2.22M sold.

Richard Bernstein Advisors first reported a position in FE in Q4 2024 and held it in 5 quarters. The position peaked at $4.96M in Q4 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Richard Bernstein Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 49,513 FirstEnergy shares in Q1 2026, an estimated $2.22M.
Richard Bernstein Advisors first reported a position in FirstEnergy in Q4 2024 and held it in 5 quarters.
Richard Bernstein Advisors's FirstEnergy position peaked at $4.96M in Q4 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.