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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial's FE Position: Q1 2026 in Review

Rossby Financial increased its FirstEnergy (FE) stake by 1% in Q1 2026, buying an estimated $728 and bringing the position to 1,450 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #626.

Rossby Financial first reported a position in FE in Q1 2025 and has held it in 5 quarters since. The position peaked at $85.5K in Q1 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Rossby Financial held 1,450 shares of FirstEnergy worth $73.9K as of Q1 2026.
  • Rossby Financial bought 15 FirstEnergy shares in Q1 2026, an estimated $728.
  • FirstEnergy made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #626 holding.
  • Rossby Financial first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's FirstEnergy position peaked at $85.5K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.