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 Q2	$7.16M	Sell	150,642 -17,656	-10%	-$838K	0.01%	786
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 $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's FE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its FirstEnergy (FE) stake by 10% in Q2 2026, selling an estimated $838K and leaving 150,642 shares worth $7.16M. The position accounts for 0.01% of the portfolio, ranked #786.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.53M in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 150,642 shares of FirstEnergy worth $7.16M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 17,656 FirstEnergy shares in Q2 2026, an estimated $838K.
FirstEnergy made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #786 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's FirstEnergy position peaked at $8.53M in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.