Sentry Investment Management’s FirstEnergy FE Stock Holding History

Sentry Investment Management’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	–	Sell	-1,275	Closed	-$57K	–	184
2025 Q4	$57K	Hold	1,275	–	–	0.04%	330
2025 Q3	$60K	Buy	+1,275	New	+$54.4K	0.04%	325
2025 Q1	–	Sell	-1,909	Closed	-$76K	–	496
2024 Q4	$76K	Sell	1,909 -311	-14%	-$13K	0.04%	342
2024 Q3	$98K	Hold	2,220	–	–	0.04%	339
2024 Q2	$85K	Sell	2,220 -455	-17%	-$17.6K	0.04%	337
2024 Q1	$103K	Hold	2,675	–	–	0.04%	339
2023 Q4	$98K	Sell	2,675 -287	-10%	-$10.4K	0.04%	341
2023 Q3	$101K	Sell	2,962 -718	-20%	-$26.7K	0.05%	334
2023 Q2	$143K	Buy	+3,680	New	+$144K	0.05%	318
2022 Q4	–	Sell	-3,583	Closed	-$133K	–	494
2022 Q3	$133K	Hold	3,583	–	–	0.06%	304
2022 Q2	$138K	Sell	3,583 -698	-16%	-$29.8K	0.06%	300
2022 Q1	$196K	Sell	4,281 -1,211	-22%	-$51.2K	0.06%	297
2021 Q4	$228K	Buy	5,492 +541	+11%	+$20.9K	0.06%	298
2021 Q3	$176K	Sell	4,951 -723	-13%	-$27.4K	0.05%	343
2021 Q2	$211K	Hold	5,674	–	–	0.05%	318
2021 Q1	$197K	Sell	5,674 -27,652	-83%	-$903K	0.05%	319
2020 Q4	$1.02M	Buy	33,326 +1,092	+3%	+$32.7K	0.05%	303
2020 Q3	$925K	Buy	32,234 +1,473	+5%	+$46.2K	0.05%	291
2020 Q2	$1.19M	Sell	30,761 -3,185	-9%	-$132K	0.07%	266
2020 Q1	$1.36M	Buy	33,946 +3,452	+11%	+$160K	0.1%	185
2019 Q4	$1.48M	Hold	30,494	–	–	0.09%	227
2019 Q3	$1.47M	Buy	30,494 +7,744	+34%	+$351K	0.1%	220
2019 Q2	$974K	Sell	22,750 -2,951	-11%	-$124K	0.06%	292
2019 Q1	$1.07M	Sell	25,701 -2,284	-8%	-$90.7K	0.07%	263
2018 Q4	$1.05M	Sell	27,985 -745	-3%	-$28.2K	0.08%	252
2018 Q3	$1.07M	Hold	28,730	–	–	0.07%	279
2018 Q2	$1.03M	Sell	28,730 -3,250	-10%	-$111K	0.07%	287
2018 Q1	$1.09M	Sell	31,980 -3,080	-9%	-$98.9K	0.07%	292
2017 Q4	$1.07M	Hold	35,060	–	–	0.06%	314
2017 Q3	$1.08M	Hold	35,060	–	–	0.04%	304
2017 Q2	$1.02M	Buy	35,060 +185	+0.5%	+$5.5K	0.04%	316
2017 Q1	$1.11M	Buy	34,875 +3,041	+10%	+$93.8K	0.05%	300
2016 Q4	$986K	Hold	31,834	–	–	0.04%	321
2016 Q3	$1.05M	Hold	31,834	–	–	0.05%	307
2016 Q2	$1.11M	Hold	31,834	–	–	0.05%	294
2016 Q1	$1.15M	Hold	31,834	–	–	0.05%	277
2015 Q4	$1.01M	Buy	31,834 +14,016	+79%	+$440K	0.05%	309
2015 Q3	$558K	Hold	17,818	–	–	0.03%	369
2015 Q2	$580K	Sell	17,818 -3,000	-14%	-$105K	0.03%	395
2015 Q1	$730K	Hold	20,818	–	–	0.03%	339
2014 Q4	$812K	Hold	20,818	–	–	0.04%	299
2014 Q3	$699K	Sell	20,818 -2,567	-11%	-$84.9K	0.04%	315
2014 Q2	$812K	Sell	23,385 -1,715	-7%	-$57.7K	0.04%	310
2014 Q1	$854K	Hold	25,100	–	–	0.05%	293
2013 Q4	$828K	Sell	25,100 -77,000	-75%	-$2.71M	0.04%	298
2013 Q3	$3.72M	Buy	102,100 +3,000	+3%	+$113K	0.22%	75
2013 Q2	$3.7M	Buy	+99,100	New	+$4.17M	0.21%	49

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sentry Investment Management's FE Position: Q1 2026 in Review

Sentry Investment Management sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 1,275 shares — an estimated $57K sold.

Sentry Investment Management first reported a position in FE in Q2 2013 and held it in 47 quarters. The position peaked at $3.72M in Q3 2013. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Sentry Investment Management reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 1,275 FirstEnergy shares in Q1 2026, an estimated $57K.
Sentry Investment Management first reported a position in FirstEnergy in Q2 2013 and held it in 47 quarters.
Sentry Investment Management's FirstEnergy position peaked at $3.72M in Q3 2013.
927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.