TownSquare Capital’s FirstEnergy FE Stock Holding History

TownSquare Capital’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	-5,923	Closed	-$238K	–	462
2025 Q2	$238K	Sell	5,923 -66,797	-92%	-$2.76M	0.02%	542
2025 Q1	$2.94M	Sell	72,720 -80,806	-53%	-$3.22M	0.03%	485
2024 Q4	$6.11M	Sell	153,526 -21,601	-12%	-$903K	0.07%	265
2024 Q3	$7.77M	Sell	175,127 -36,375	-17%	-$1.53M	0.09%	208
2024 Q2	$8.09M	Buy	211,502 +5,417	+3%	+$210K	0.11%	180
2024 Q1	$7.96M	Buy	206,085 +13,754	+7%	+$515K	0.12%	169
2023 Q4	$7.05M	Buy	192,331 +12,072	+7%	+$437K	0.12%	159
2023 Q3	$6.16M	Sell	180,259 -6,016	-3%	-$224K	0.11%	172
2023 Q2	$7.24M	Buy	186,275 +31,499	+20%	+$1.24M	0.13%	157
2023 Q1	$6.2M	Sell	154,776 -2,090	-1%	-$84.4K	0.14%	137
2022 Q4	$6.58M	Buy	156,866 +3,828	+3%	+$150K	0.16%	123
2022 Q3	$5.66M	Sell	153,038 -2,501	-2%	-$98.8K	0.16%	114
2022 Q2	$5.97M	Buy	155,539 +10,942	+8%	+$467K	0.17%	106
2022 Q1	$6.63M	Buy	144,597 +4,197	+3%	+$178K	0.17%	108
2021 Q4	$5.84M	Buy	140,400 +19,636	+16%	+$757K	0.15%	125
2021 Q3	$4.3M	Buy	120,764 +17,842	+17%	+$677K	0.12%	149
2021 Q2	$3.88M	Buy	102,922 +42,220	+70%	+$1.57M	0.13%	148
2021 Q1	$2.1M	Buy	60,702 +22,375	+58%	+$731K	0.08%	202
2020 Q4	$1.17M	Buy	38,327 +1,690	+5%	+$50.6K	0.05%	271
2020 Q3	$1.11M	Buy	+36,637	New	+$1.15M	0.06%	214

Other funds holding FE

Capital World Investors

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 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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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