Sumitomo Mitsui Trust Group
FE icon

Sumitomo Mitsui Trust Group’s FirstEnergy FE Stock Holding History

Sumitomo Mitsui Trust Group’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 		$59.5M Sell
1,174,981
-69,715
-6% -$3.38M 0.04% 393
2025
Q4 		$55.7M Sell
1,244,696
-56,969
-4% -$2.62M 0.03% 433
2025
Q3 		$59.6M Buy
1,301,665
+15,418
+1% +$658K 0.03% 427
2025
Q2 		$51.8M Sell
1,286,247
-12,891
-1% -$532K 0.03% 443
2025
Q1 		$52.5M Sell
1,299,138
-6,506
-0.5% -$259K 0.04% 433
2024
Q4 		$51.9M Buy
1,305,644
+85,514
+7% +$3.58M 0.04% 436
2024
Q3 		$54.1M Sell
1,220,130
-97,391
-7% -$4.1M 0.04% 429
2024
Q2 		$50.4M Buy
1,317,521
+42,484
+3% +$1.65M 0.04% 424
2024
Q1 		$49.2M Sell
1,275,037
-11,163
-0.9% -$418K 0.03% 496
2023
Q4 		$47.2M Sell
1,286,200
-13,689
-1% -$496K 0.03% 486
2023
Q3 		$44.4M Sell
1,299,889
-122,862
-9% -$4.57M 0.04% 487
2023
Q2 		$55.3M Sell
1,422,751
-90,201
-6% -$3.54M 0.04% 441
2023
Q1 		$60.6M Sell
1,512,952
-6,573
-0.4% -$266K 0.05% 436
2022
Q4 		$63.7M Sell
1,519,525
-15,723
-1% -$615K 0.05% 426
2022
Q3 		$56.8M Sell
1,535,248
-6,935
-0.4% -$274K 0.05% 448
2022
Q2 		$59.2M Sell
1,542,183
-35,780
-2% -$1.53M 0.05% 443
2022
Q1 		$72.4M Sell
1,577,963
-21,361
-1% -$904K 0.05% 421
2021
Q4 		$66.5M Sell
1,599,324
-83,457
-5% -$3.22M 0.04% 459
2021
Q3 		$59.9M Buy
1,682,781
+57,498
+4% +$2.18M 0.04% 488
2021
Q2 		$60.5M Sell
1,625,283
-274,211
-14% -$10.2M 0.04% 496
2021
Q1 		$65.9M Buy
1,899,494
+117,551
+7% +$3.84M 0.04% 455
2020
Q4 		$54.5M Sell
1,781,943
-252,158
-12% -$7.56M 0.04% 502
2020
Q3 		$58.4M Sell
2,034,101
-189,411
-9% -$5.94M 0.04% 453
2020
Q2 		$86.2M Sell
2,223,512
-691,817
-24% -$28.6M 0.06% 346
2020
Q1 		$117M Buy
2,915,329
+829,355
+40% +$38.5M 0.1% 210
2019
Q4 		$101M Buy
2,085,974
+17,380
+0.8% +$831K 0.08% 264
2019
Q3 		$99.8M Buy
2,068,594
+80,292
+4% +$3.63M 0.09% 252
2019
Q2 		$85.1M Sell
1,988,302
-12,660
-0.6% -$532K 0.08% 283
2019
Q1 		$83.3M Buy
2,000,962
+183,780
+10% +$7.3M 0.08% 276
2018
Q4 		$67.7M Buy
1,817,182
+325,873
+22% +$12.3M 0.07% 279
2018
Q3 		$55.4M Buy
1,491,309
+19,419
+1% +$710K 0.06% 340
2018
Q2 		$52.9M Buy
1,471,890
+147,065
+11% +$5.04M 0.06% 345
2018
Q1 		$45.1M Buy
1,324,825
+8,858
+0.7% +$284K 0.06% 361
2017
Q4 		$40.3M Buy
1,315,967
+13,598
+1% +$442K 0.05% 394
2017
Q3 		$40.2M Buy
1,302,369
+45,658
+4% +$1.44M 0.06% 359
2017
Q2 		$36.6M Buy
1,256,711
+44,965
+4% +$1.34M 0.05% 379
2017
Q1 		$38.6M Buy
1,211,746
+8,487
+0.7% +$262K 0.06% 353
2016
Q4 		$37.3M Sell
1,203,259
-8,383
-0.7% -$268K 0.06% 354
2016
Q3 		$40.1M Buy
1,211,642
+17,133
+1% +$582K 0.07% 342
2016
Q2 		$41.7M Sell
1,194,509
-175,104
-13% -$5.93M 0.07% 307
2016
Q1 		$49.3M Buy
1,369,613
+43,449
+3% +$1.46M 0.09% 267
2015
Q4 		$42.8M Sell
1,326,164
-15,306
-1% -$481K 0.08% 283
2015
Q3 		$42M Buy
1,341,470
+237,614
+22% +$7.77M 0.08% 285
2015
Q2 		$35.9M Buy
1,103,856
+1,997
+0.2% +$69.8K 0.06% 346
2015
Q1 		$38.6M Buy
1,101,859
+123,207
+13% +$4.61M 0.07% 326
2014
Q4 		$39.3M Sell
978,652
-10,649
-1% -$391K 0.08% 301
2014
Q3 		$33.2M Buy
989,301
+2,227
+0.2% +$73.7K 0.07% 339
2014
Q2 		$34.3M Sell
987,074
-44,135
-4% -$1.49M 0.07% 327
2014
Q1 		$35.1M Sell
1,031,209
-24,089
-2% -$762K 0.07% 316
2013
Q4 		$34.6M Sell
1,055,298
-55,145
-5% -$1.94M 0.07% 317
2013
Q3 		$40.5M Sell
1,110,443
-18,838
-2% -$707K 0.09% 271
2013
Q2 		$42.2M Buy
+1,129,281
New +$47.5M 0.1% 245

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group's FE Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its FirstEnergy (FE) stake by 5.6% in Q1 2026, selling an estimated $3.38M and leaving 1,174,981 shares worth $59.5M. The position accounts for 0.04% of the portfolio, ranked #393.

Sumitomo Mitsui Trust Group first reported a position in FE in Q2 2013 and has held it in 52 quarters since. The position peaked at $117M in Q1 2020. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,174,981 shares of FirstEnergy worth $59.5M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 69,715 FirstEnergy shares in Q1 2026, an estimated $3.38M.
  • FirstEnergy made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #393 holding.
  • Sumitomo Mitsui Trust Group first reported a position in FirstEnergy in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's FirstEnergy position peaked at $117M in Q1 2020.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.