Universal-Beteiligungs- und Servicegesellschaft’s FirstEnergy FE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$8.53M	Buy	168,298 +23,733	+16%	+$1.15M	0.01%	668
2025 Q4	$6.47M	Buy	144,565 +14,057	+11%	+$645K	0.01%	779
2025 Q3	$5.98M	Buy	130,508 +11,238	+9%	+$480K	0.01%	796
2025 Q2	$4.8M	Buy	119,270 +12,475	+12%	+$515K	0.01%	849
2025 Q1	$4.32M	Sell	106,795 -126	-0.1%	-$5.02K	0.01%	859
2024 Q4	$4.25M	Buy	+106,921	New	+$4.47M	0.01%	753

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

Universal-Beteiligungs- und Servicegesellschaft's FE Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its FirstEnergy (FE) stake by 16% in Q1 2026, buying an estimated $1.15M and bringing the position to 168,298 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #668.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FE in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 168,298 shares of FirstEnergy worth $8.53M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 23,733 FirstEnergy shares in Q1 2026, an estimated $1.15M.
FirstEnergy made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #668 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.