UBS Group’s FirstEnergy FE Stock Holding History

UBS Group’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	-51,800	Closed	-$2.37M	–	10702
2025 Q3	$2.37M	Buy	+51,800	New	+$2.21M	﹤0.01%	4796
2025 Q2	–	Sell	-2,800	Closed	-$113K	–	10420
2025 Q1	$113K	Sell	2,800 -47,600	-94%	-$1.9M	﹤0.01%	6962
2024 Q4	$2M	Hold	50,400	–	–	﹤0.01%	4710
2024 Q3	$2.24M	Hold	50,400	–	–	﹤0.01%	3879
2024 Q2	$1.93M	Buy	50,400 +2,800	+6%	+$109K	﹤0.01%	3806
2024 Q1	$1.84M	Buy	47,600 +37,600	+376%	+$1.41M	﹤0.01%	4029
2023 Q4	$367K	Hold	10,000	–	–	﹤0.01%	5349
2023 Q3	$342K	Sell	10,000 -12,500	-56%	-$465K	﹤0.01%	4953
2023 Q2	$875K	Sell	22,500 -17,500	-44%	-$687K	﹤0.01%	4364
2023 Q1	$1.6M	Sell	40,000 -10,000	-20%	-$404K	﹤0.01%	3661
2022 Q4	$2.1M	Hold	50,000	–	–	﹤0.01%	3349
2022 Q3	$1.85M	Hold	50,000	–	–	﹤0.01%	3226
2022 Q2	$1.92M	Buy	+50,000	New	+$2.13M	﹤0.01%	3189
2022 Q1	–	Sell	-452,600	Closed	-$18.8M	–	10431
2021 Q4	$18.8M	Sell	452,600 -126,700	-22%	-$4.89M	0.01%	1629
2021 Q3	$20.6M	Buy	579,300 +155,000	+37%	+$5.88M	0.01%	1487
2021 Q2	$15.8M	Buy	424,300 +168,300	+66%	+$6.26M	0.01%	1677
2021 Q1	$8.88M	Sell	256,000 -36,100	-12%	-$1.18M	﹤0.01%	2060
2020 Q4	$8.94M	Buy	292,100 +256,000	+709%	+$7.67M	﹤0.01%	1936
2020 Q3	$1.04M	Hold	36,100	–	–	﹤0.01%	3608
2020 Q2	$1.4M	Hold	36,100	–	–	﹤0.01%	3207
2020 Q1	$1.45M	Sell	36,100 -37,600	-51%	-$1.75M	﹤0.01%	3056
2019 Q4	$3.58M	Hold	73,700	–	–	﹤0.01%	2926
2019 Q3	$3.56M	Buy	73,700 +36,100	+96%	+$1.63M	﹤0.01%	2709
2019 Q2	$1.61M	Buy	+37,600	New	+$1.58M	﹤0.01%	3346
2019 Q1	–	Sell	-60,375	Closed	-$2.27M	–	7841
2018 Q4	$2.27M	Sell	60,375 -38,625	-39%	-$1.46M	﹤0.01%	2910
2018 Q3	$3.68M	Buy	99,000 +38,625	+64%	+$1.41M	﹤0.01%	2639
2018 Q2	$2.17M	Buy	60,375 +42,875	+245%	+$1.47M	﹤0.01%	3088
2018 Q1	$595K	Buy	+17,500	New	+$562K	﹤0.01%	4095
2016 Q4	–	Sell	-160,000	Closed	-$5.29M	–	7843
2016 Q3	$5.29M	Sell	160,000 -56,200	-26%	-$1.91M	﹤0.01%	1970
2016 Q2	$7.55M	Buy	216,200 +15,900	+8%	+$539K	﹤0.01%	1595
2016 Q1	$7.21M	Sell	200,300 -184,800	-48%	-$6.21M	﹤0.01%	1552
2015 Q4	$12.2M	Buy	385,100 +216,000	+128%	+$6.79M	0.01%	1268
2015 Q3	$5.29M	Hold	169,100	–	–	﹤0.01%	1871
2015 Q2	$5.5M	Hold	169,100	–	–	﹤0.01%	1980
2015 Q1	$5.93M	Buy	169,100 +166,300	+5,939%	+$6.22M	﹤0.01%	1922
2014 Q4	$109K	Buy	+2,800	New	+$103K	﹤0.01%	5613

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, 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

UBS Group's FE Position: Q1 2026 in Review

UBS Group increased its FirstEnergy (FE) stake by 13% in Q1 2026, buying an estimated $19.1M and bringing the position to 3,484,609 shares worth $177M. The position accounts for 0.03% of the portfolio, ranked #676.

UBS Group first reported a position in FE in Q4 2014 and has held it in 46 quarters since. The position peaked at $186M in Q1 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

UBS Group held 3,484,609 shares of FirstEnergy worth $177M as of Q1 2026.
UBS Group bought 394,374 FirstEnergy shares in Q1 2026, an estimated $19.1M.
FirstEnergy made up 0.03% of UBS Group's portfolio in Q1 2026, its #676 holding.
UBS Group first reported a position in FirstEnergy in Q4 2014 and has held it in 46 quarters since.
UBS Group's FirstEnergy position peaked at $186M in Q1 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.