Roxbury Financial’s FirstEnergy FE Stock Holding History

Roxbury 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 Q3	$141K	Buy	3,250 +11	+0.3%	+$517	0.11%	123
2026 Q2	$154K	Buy	3,239 +11	+0.3%	+$522	0.12%	117
2026 Q1	$164K	Buy	3,228 +10	+0.3%	+$485	0.15%	107
2025 Q4	$144K	Buy	3,218 +10	+0.3%	+$459	0.13%	111
2025 Q3	$147K	Buy	3,208 +12	+0.4%	+$512	0.14%	110
2025 Q2	$129K	Sell	3,196 -72	-2%	-$2.97K	0.13%	112
2025 Q1	$127K	Sell	3,268 -442	-12%	-$17.6K	0.12%	107
2024 Q4	$158K	Buy	+3,710	New	+$155K	0.15%	99

Other funds holding FE

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Roxbury Financial's FE Position: Q3 2026 in Review

Roxbury Financial increased its FirstEnergy (FE) stake by 0.34% in Q3 2026, buying an estimated $517 and bringing the position to 3,250 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #123.

Roxbury Financial first reported a position in FE in Q4 2024 and has held it in 8 quarters since. The position peaked at $164K in Q1 2026. 546 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Roxbury Financial held 3,250 shares of FirstEnergy worth $141K as of Q3 2026.
Roxbury Financial bought 11 FirstEnergy shares in Q3 2026, an estimated $517.
FirstEnergy made up 0.11% of Roxbury Financial's portfolio in Q3 2026, its #123 holding.
Roxbury Financial first reported a position in FirstEnergy in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's FirstEnergy position peaked at $164K in Q1 2026.
546 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.