Summit Global Investments’s FirstEnergy FE Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-18,083	Closed	-$731K	–	491
2025 Q1	$731K	Buy	+18,083	New	+$720K	0.05%	226

Other funds holding FE

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Summit Global Investments's FE Position: Q2 2025 in Review

Summit Global Investments sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 18,083 shares — an estimated $731K sold.

Summit Global Investments first reported a position in FE in Q1 2025 and held it in 1 quarter. The position peaked at $731K in Q1 2025. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Summit Global Investments reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
Summit Global Investments sold 18,083 FirstEnergy shares in Q2 2025, an estimated $731K.
Summit Global Investments first reported a position in FirstEnergy in Q1 2025 and held it in 1 quarter.
Summit Global Investments's FirstEnergy position peaked at $731K in Q1 2025.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.