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Susquehanna Fundamental Investments’s FirstEnergy FE Stock Holding History

Susquehanna Fundamental 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
2026
Q1 		– Sell
-522,446
Closed -$23.4M – 551
2025
Q4 		$23.4M Sell
522,446
-36,944
-7% -$1.7M 0.8% 32
2025
Q3 		$25.6M Sell
559,390
-51,482
-8% -$2.2M 1% 21
2025
Q2 		$24.6M Sell
610,872
-84,889
-12% -$3.5M 0.66% 34
2025
Q1 		$28.1M Buy
695,761
+228,946
+49% +$9.12M 0.39% 46
2024
Q4 		$18.6M Buy
+466,815
New +$19.5M 0.27% 88
2024
Q2 		$10.9M Sell
285,758
-41,304
-13% -$1.6M 0.25% 118
2024
Q1 		$12.6M Buy
+327,062
New +$12.2M 0.59% 41
2023
Q4 		– Sell
-118,659
Closed -$4.06M – 161
2023
Q3 		$4.06M Sell
118,659
-7,559
-6% -$281K 0.26% 98
2023
Q2 		$4.91M Sell
126,218
-51,048
-29% -$2M 0.18% 149
2023
Q1 		$7.1M Sell
177,266
-33,610
-16% -$1.36M 0.17% 159
2022
Q4 		$8.84M Buy
210,876
+21,901
+12% +$856K 0.15% 196
2022
Q3 		$6.99M Buy
+188,975
New +$7.47M 0.12% 238
2022
Q1 		$370K Sell
8,075
-471,235
-98% -$19.9M 0.01% 1185
2021
Q4 		$19.9M Buy
479,310
+8,075
+2% +$311K 0.52% 29
2021
Q3 		$16.8M Hold
471,235
– – 0.31% 65
2021
Q2 		$17.5M Hold
471,235
– – 0.32% 54
2021
Q1 		$16.3M Buy
+471,235
New +$15.4M 0.28% 74
2020
Q3 		– Sell
-76,911
Closed -$2.98M – 1360
2020
Q2 		$2.98M Sell
76,911
-140,089
-65% -$5.79M 0.14% 181
2020
Q1 		$8.7M Buy
217,000
+96,200
+80% +$4.47M 1.73% 5
2019
Q4 		$5.87M Buy
120,800
+92,400
+325% +$4.42M 0.77% 33
2019
Q3 		$1.37M Buy
+28,400
New +$1.29M 0.17% 160
2019
Q2 		– Sell
-222,200
Closed -$9.25M – 369
2019
Q1 		$9.25M Hold
222,200
– – 1.06% 13
2018
Q4 		$8.34M Hold
222,200
– – 1.46% 8
2018
Q3 		$8.26M Hold
222,200
– – 1.4% 8
2018
Q2 		$7.98M Buy
+222,200
New +$7.61M 1.18% 9

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Susquehanna Fundamental Investments's FE Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 522,446 shares — an estimated $23.4M sold.

Susquehanna Fundamental Investments first reported a position in FE in Q2 2018 and held it in 25 quarters. The position peaked at $28.1M in Q1 2025. 926 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 522,446 FirstEnergy shares in Q1 2026, an estimated $23.4M.
  • Susquehanna Fundamental Investments first reported a position in FirstEnergy in Q2 2018 and held it in 25 quarters.
  • Susquehanna Fundamental Investments's FirstEnergy position peaked at $28.1M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.