Unifi Asset Management’s FirstEnergy FE Stock Holding History

Unifi Asset 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
2026 Q1	–	Sell	-13,810	Closed	-$618K	–	98
2025 Q4	$618K	Buy	+13,810	New	+$634K	0.42%	52

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Unifi Asset Management's FE Position: Q1 2026 in Review

Unifi Asset Management sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 13,810 shares — an estimated $618K sold.

Unifi Asset Management first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $618K in Q4 2025. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Unifi Asset Management reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Unifi Asset Management sold 13,810 FirstEnergy shares in Q1 2026, an estimated $618K.
Unifi Asset Management first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
Unifi Asset Management's FirstEnergy position peaked at $618K in Q4 2025.
927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Unifi Asset Management's 13F filing for Q1 2026, filed 7 Aug 2026.