Sierra Ocean’s FirstEnergy FE Stock Holding History

Sierra Ocean’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	-98	Closed	-$3.96K	–	368
2025 Q2	$3.96K	Sell	98 -56	-36%	-$2.31K	﹤0.01%	625
2025 Q1	$6.24K	Hold	154	–	–	﹤0.01%	531
2024 Q4	$6.14K	Buy	+154	New	+$6.44K	0.01%	529

Other funds holding FE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Sierra Ocean's FE Position: Q3 2025 in Review

Sierra Ocean sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 98 shares — an estimated $3.96K sold.

Sierra Ocean first reported a position in FE in Q4 2024 and held it in 3 quarters. The position peaked at $6.24K in Q1 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

Sierra Ocean reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 98 FirstEnergy shares in Q3 2025, an estimated $3.96K.
Sierra Ocean first reported a position in FirstEnergy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's FirstEnergy position peaked at $6.24K in Q1 2025.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.