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Rossby Financial’s FirstEnergy FE Stock Holding History

Rossby Financial’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 		$48.3K Sell
1,015
-435
-30% -$20.7K 0.01% 704
2026
Q1 		$73.9K Buy
1,450
+15
+1% +$728 0.02% 626
2025
Q4 		$64.2K Hold
1,435
– – 0.02% 501
2025
Q3 		$66K Sell
1,435
-40
-3% -$1.71K 0.02% 481
2025
Q2 		$59.4K Sell
1,475
-545
-27% -$22.5K 0.02% 464
2025
Q1 		$85.5K Buy
+2,020
New +$80.4K 0.04% 375

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Rossby Financial's FE Position: Q2 2026 in Review

Rossby Financial reduced its FirstEnergy (FE) stake by 30% in Q2 2026, selling an estimated $20.7K and leaving 1,015 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #704.

Rossby Financial first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $85.5K in Q1 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Rossby Financial held 1,015 shares of FirstEnergy worth $48.3K as of Q2 2026.
  • Rossby Financial sold 435 FirstEnergy shares in Q2 2026, an estimated $20.7K.
  • FirstEnergy made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #704 holding.
  • Rossby Financial first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's FirstEnergy position peaked at $85.5K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.