Tortoise Investment Management’s FirstEnergy FE Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-281	Closed	-$12.9K	–	657
2025 Q3	$12.9K	Buy	281 +6	+2%	+$256	﹤0.01%	582
2025 Q2	$11.1K	Buy	275 +43	+19%	+$1.77K	﹤0.01%	595
2025 Q1	$9.38K	Sell	232 -50	-18%	-$1.99K	﹤0.01%	592
2024 Q4	$11.2K	Hold	282	–	–	﹤0.01%	618
2024 Q3	$12.5K	Hold	282	–	–	﹤0.01%	614
2024 Q2	$10.8K	Sell	282 -17	-6%	-$659	﹤0.01%	619
2024 Q1	$11.5K	Hold	299	–	–	﹤0.01%	605
2023 Q4	$11K	Sell	299 -25	-8%	-$905	﹤0.01%	560
2023 Q3	$11.1K	Buy	324 +25	+8%	+$930	﹤0.01%	542
2023 Q2	$11.6K	Hold	299	–	–	﹤0.01%	533
2023 Q1	$12K	Hold	299	–	–	﹤0.01%	524
2022 Q4	$12.5K	Buy	299 +50	+20%	+$1.96K	﹤0.01%	517
2022 Q3	$9K	Hold	249	–	–	﹤0.01%	540
2022 Q2	$10K	Hold	249	–	–	﹤0.01%	516
2022 Q1	$11K	Hold	249	–	–	﹤0.01%	493
2021 Q4	$10K	Hold	249	–	–	﹤0.01%	482
2021 Q3	$9K	Hold	249	–	–	﹤0.01%	479
2021 Q2	$9K	Hold	249	–	–	﹤0.01%	475
2021 Q1	$9K	Hold	249	–	–	﹤0.01%	452
2020 Q4	$8K	Hold	249	–	–	﹤0.01%	440
2020 Q3	$7K	Hold	249	–	–	﹤0.01%	420
2020 Q2	$10K	Buy	+249	New	+$10.3K	﹤0.01%	368
2017 Q1	–	Sell	-100	Closed	-$3K	–	490
2016 Q4	$3K	Buy	+100	New	+$3.2K	﹤0.01%	430

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 $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Tortoise Investment Management's FE Position: Q4 2025 in Review

Tortoise Investment Management sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 281 shares — an estimated $12.9K sold.

Tortoise Investment Management first reported a position in FE in Q4 2016 and held it in 23 quarters. The position peaked at $12.9K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Tortoise Investment Management reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 281 FirstEnergy shares in Q4 2025, an estimated $12.9K.
Tortoise Investment Management first reported a position in FirstEnergy in Q4 2016 and held it in 23 quarters.
Tortoise Investment Management's FirstEnergy position peaked at $12.9K in Q3 2025.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.