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TruNorth Capital Management’s FirstEnergy FE Stock Holding History

TruNorth Capital 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
-621
Closed -$28.5K – 218
2025
Q3 		$28.5K Buy
621
+405
+188% +$17.3K 0.01% 253
2025
Q2 		$8.7K Sell
216
-490
-69% -$20.2K ﹤0.01% 290
2025
Q1 		$28.5K Buy
706
+490
+227% +$19.5K 0.01% 272
2024
Q4 		$8.59K Sell
216
-117
-35% -$4.89K ﹤0.01% 293
2024
Q3 		$14.8K Buy
333
+108
+48% +$4.54K ﹤0.01% 255
2024
Q2 		$8.61K Buy
+225
New +$8.73K ﹤0.01% 261

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruNorth Capital Management's FE Position: Q4 2025 in Review

TruNorth Capital Management sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 621 shares — an estimated $28.5K sold.

TruNorth Capital Management first reported a position in FE in Q2 2024 and held it in 6 quarters. The position peaked at $28.5K in Q1 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • TruNorth Capital Management reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 621 FirstEnergy shares in Q4 2025, an estimated $28.5K.
  • TruNorth Capital Management first reported a position in FirstEnergy in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's FirstEnergy position peaked at $28.5K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.