UBS Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.75K | Hold |
100
| – | – | ﹤0.01% | 9009 |
|
|
2026
Q1 | $5.07K | Buy |
+100
| New | +$4.85K | ﹤0.01% | 8839 |
|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$404K | – | 10421 |
|
|
2025
Q1 | $404K | Sell |
10,000
-49,100
| -83% | -$1.96M | ﹤0.01% | 6020 |
|
|
2024
Q4 | $2.35M | Hold |
59,100
| – | – | ﹤0.01% | 4573 |
|
|
2024
Q3 | $2.62M | Hold |
59,100
| – | – | ﹤0.01% | 3732 |
|
|
2024
Q2 | $2.26M | Buy |
59,100
+11,500
| +24% | +$446K | ﹤0.01% | 3650 |
|
|
2024
Q1 | $1.84M | Buy |
47,600
+37,600
| +376% | +$1.41M | ﹤0.01% | 4030 |
|
|
2023
Q4 | $367K | Hold |
10,000
| – | – | ﹤0.01% | 5350 |
|
|
2023
Q3 | $342K | Sell |
10,000
-12,500
| -56% | -$465K | ﹤0.01% | 4954 |
|
|
2023
Q2 | $875K | Sell |
22,500
-47,600
| -68% | -$1.87M | ﹤0.01% | 4365 |
|
|
2023
Q1 | $2.81M | Buy |
70,100
+20,000
| +40% | +$808K | ﹤0.01% | 3066 |
|
|
2022
Q4 | $2.1M | Hold |
50,100
| – | – | ﹤0.01% | 3343 |
|
|
2022
Q3 | $1.85M | Hold |
50,100
| – | – | ﹤0.01% | 3224 |
|
|
2022
Q2 | $1.92M | Buy |
+50,100
| New | +$2.14M | ﹤0.01% | 3188 |
|
|
2022
Q1 | – | Sell |
-46,100
| Closed | -$1.92M | – | 10432 |
|
|
2021
Q4 | $1.92M | Buy |
+46,100
| New | +$1.78M | ﹤0.01% | 3771 |
|
|
2021
Q1 | – | Sell |
-166,100
| Closed | -$5.08M | – | 9121 |
|
|
2020
Q4 | $5.08M | Hold |
166,100
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q3 | $4.77M | Sell |
166,100
-50,000
| -23% | -$1.57M | ﹤0.01% | 2251 |
|
|
2020
Q2 | $8.38M | Sell |
216,100
-10,000
| -4% | -$413K | ﹤0.01% | 1651 |
|
|
2020
Q1 | $9.06M | Sell |
226,100
-390,200
| -63% | -$18.1M | ﹤0.01% | 1486 |
|
|
2019
Q4 | $30M | Hold |
616,300
| – | – | 0.01% | 1091 |
|
|
2019
Q3 | $29.7M | Buy |
616,300
+66,100
| +12% | +$2.99M | 0.01% | 984 |
|
|
2019
Q2 | $23.6M | Buy |
+550,200
| New | +$23.1M | 0.01% | 1108 |
|
|
2018
Q3 | – | Sell |
-200,000
| Closed | -$7.18M | – | 8062 |
|
|
2018
Q2 | $7.18M | Hold |
200,000
| – | – | ﹤0.01% | 2019 |
|
|
2018
Q1 | $6.8M | Hold |
200,000
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q4 | $6.12M | Buy |
+200,000
| New | +$6.5M | ﹤0.01% | 2157 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$32K | – | 7793 |
|
|
2015
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 6267 |
|
|
2015
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 6253 |
|
|
2015
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 6387 |
|
|
2015
Q1 | $35K | Sell |
1,000
-1,400
| -58% | -$52.4K | ﹤0.01% | 6381 |
|
|
2014
Q4 | $94K | Buy |
+2,400
| New | +$88K | ﹤0.01% | 5763 |
|
Other funds holding FE
UBS Group's FE Position: Q2 2026 in Review
UBS Group reduced its FirstEnergy (FE) stake by 30% in Q2 2026, selling an estimated $50.1M and leaving 2,430,321 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1025.
UBS Group first reported a position in FE in Q4 2014 and has held it in 47 quarters since. The position peaked at $186M in Q1 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- UBS Group held 2,430,321 shares of FirstEnergy worth $116M as of Q2 2026.
- UBS Group sold 1,054,288 FirstEnergy shares in Q2 2026, an estimated $50.1M.
- FirstEnergy made up 0.01% of UBS Group's portfolio in Q2 2026, its #1025 holding.
- UBS Group first reported a position in FirstEnergy in Q4 2014 and has held it in 47 quarters since.
- UBS Group's FirstEnergy position peaked at $186M in Q1 2025.
- 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.