Scotia Capital’s FirstEnergy FE Stock Holding History

Scotia Capital’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
2025 Q3	–	Sell	-13,036	Closed	-$525K	–	926
2025 Q2	$525K	Sell	13,036 -271	-2%	-$11.2K	﹤0.01%	620
2025 Q1	$538K	Sell	13,307 -5,207	-28%	-$207K	﹤0.01%	603
2024 Q4	$736K	Sell	18,514 -826	-4%	-$34.5K	﹤0.01%	572
2024 Q3	$858K	Buy	19,340 +610	+3%	+$25.7K	﹤0.01%	535
2024 Q2	$717K	Buy	18,730 +2,209	+13%	+$85.7K	﹤0.01%	543
2024 Q1	$638K	Buy	16,521 +36	+0.2%	+$1.35K	﹤0.01%	564
2023 Q4	$604K	Sell	16,485 -793	-5%	-$28.7K	﹤0.01%	546
2023 Q3	$591K	Sell	17,278 -251	-1%	-$9.34K	﹤0.01%	533
2023 Q2	$682K	Buy	17,529 +553	+3%	+$21.7K	﹤0.01%	502
2023 Q1	$680K	Buy	16,976 +257	+2%	+$10.4K	0.01%	502
2022 Q4	$701K	Buy	+16,719	New	+$654K	0.01%	511
2020 Q1	–	Sell	-15,195	Closed	-$738K	–	682
2019 Q4	$738K	Buy	15,195 +38	+0.3%	+$1.82K	0.01%	445
2019 Q3	$731K	Buy	15,157 +1,940	+15%	+$87.8K	0.01%	444
2019 Q2	$566K	Buy	13,217 +905	+7%	+$38K	0.01%	504
2019 Q1	$512K	Buy	+12,312	New	+$489K	0.01%	499

Other funds holding FE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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