UOC
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UBS O'Connor’s FirstEnergy FE Stock Holding History

UBS O'Connor’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 		$26K Hold
26,000
– – ﹤0.01% 209
2025
Q3 		$3.25K Hold
26,000
– – ﹤0.01% 272
2025
Q2 		$27.9K Hold
26,000
– – ﹤0.01% 333
2025
Q1 		$44.9K Hold
26,000
– – ﹤0.01% 288
2024
Q4 		$59.8K Hold
26,000
– – ﹤0.01% 359
2024
Q3 		$27.3K Hold
26,000
– – ﹤0.01% 435
2024
Q2 		$105K Buy
+26,000
New +$1.01M ﹤0.01% 430

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $32.9B AUM 23.66% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS O'Connor's FE Position: Q1 2023 in Review

UBS O'Connor sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 147,545 shares — an estimated $6.19M sold.

UBS O'Connor first reported a position in FE in Q4 2013 and held it in 10 quarters. The position peaked at $41.2M in Q1 2015. 714 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • UBS O'Connor reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • UBS O'Connor sold 147,545 FirstEnergy shares in Q1 2023, an estimated $6.19M.
  • UBS O'Connor first reported a position in FirstEnergy in Q4 2013 and held it in 10 quarters.
  • UBS O'Connor's FirstEnergy position peaked at $41.2M in Q1 2015.
  • 714 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.