RIL
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Rothschild Investment LLC’s FirstEnergy FE Stock Holding History

Rothschild Investment LLC’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 		$776K Buy
16,329
+15,295
+1,479% +$726K 0.03% 483
2026
Q1 		$52.4K Buy
1,034
+208
+25% +$10.1K ﹤0.01% 1099
2025
Q4 		$37K Buy
826
+60
+8% +$2.75K ﹤0.01% 1117
2025
Q3 		$35.1K Buy
766
+89
+13% +$3.8K ﹤0.01% 1098
2025
Q2 		$27.3K Sell
677
-11
-2% -$454 ﹤0.01% 949
2025
Q1 		$27.8K Buy
688
+71
+12% +$2.83K ﹤0.01% 913
2024
Q4 		$24.5K Buy
617
+2
+0.3% +$84 ﹤0.01% 950
2024
Q3 		$27.3K Buy
615
+35
+6% +$1.47K ﹤0.01% 927
2024
Q2 		$22.2K Sell
580
-319
-35% -$12.4K ﹤0.01% 944
2024
Q1 		$34.7K Buy
899
+250
+39% +$9.35K ﹤0.01% 806
2023
Q4 		$23.8K Buy
+649
New +$23.5K ﹤0.01% 813

Other funds holding FE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Rothschild Investment LLC's FE Position: Q2 2026 in Review

Rothschild Investment LLC increased its FirstEnergy (FE) stake by 1,479% in Q2 2026, buying an estimated $726K and bringing the position to 16,329 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #483.

Rothschild Investment LLC first reported a position in FE in Q4 2023 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Rothschild Investment LLC held 16,329 shares of FirstEnergy worth $776K as of Q2 2026.
  • Rothschild Investment LLC bought 15,295 FirstEnergy shares in Q2 2026, an estimated $726K.
  • FirstEnergy made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #483 holding.
  • Rothschild Investment LLC first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • 467 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.