Wellington Management Group’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-7,924
Closed -$319K 2013
2025
Q2
$319K Buy
+7,924
New +$327K ﹤0.01% 1871
2025
Q1
Sell
-10,929
Closed -$435K 1981
2024
Q4
$435K Sell
10,929
-835
-7% -$34.9K ﹤0.01% 1846
2024
Q3
$522K Sell
11,764
-21,014
-64% -$884K ﹤0.01% 1813
2024
Q2
$1.25M Sell
32,778
-1,114,137
-97% -$43.2M ﹤0.01% 1618
2024
Q1
$44.3M Sell
1,146,915
-143,820
-11% -$5.38M 0.01% 743
2023
Q4
$47.3M Sell
1,290,735
-1,416,584
-52% -$51.3M 0.01% 728
2023
Q3
$92.5M Sell
2,707,319
-2,549,338
-48% -$94.8M 0.02% 549
2023
Q2
$204M Sell
5,256,657
-2,793,027
-35% -$110M 0.04% 383
2023
Q1
$322M Sell
8,049,684
-2,525,268
-24% -$102M 0.06% 280
2022
Q4
$444M Sell
10,574,952
-211,980
-2% -$8.29M 0.09% 219
2022
Q3
$399M Sell
10,786,932
-778,821
-7% -$30.8M 0.09% 223
2022
Q2
$444M Sell
11,565,753
-9,131
-0.1% -$390K 0.09% 211
2022
Q1
$531M Sell
11,574,884
-32,745
-0.3% -$1.39M 0.09% 213
2021
Q4
$483M Sell
11,607,629
-94,038
-0.8% -$3.63M 0.08% 237
2021
Q3
$417M Sell
11,701,667
-1,288,390
-10% -$48.9M 0.07% 259
2021
Q2
$483M Sell
12,990,057
-951,514
-7% -$35.4M 0.08% 240
2021
Q1
$484M Sell
13,941,571
-847,765
-6% -$27.7M 0.09% 227
2020
Q4
$453M Sell
14,789,336
-4,033,223
-21% -$121M 0.08% 237
2020
Q3
$540M Buy
18,822,559
+11,813,522
+169% +$371M 0.11% 171
2020
Q2
$272M Buy
7,009,037
+6,680,379
+2,033% +$276M 0.06% 275
2020
Q1
$13.2M Buy
328,658
+55,258
+20% +$2.57M ﹤0.01% 976
2019
Q4
$13.3M Buy
273,400
+175,851
+180% +$8.4M ﹤0.01% 1091
2019
Q3
$4.71M Buy
97,549
+12,449
+15% +$563K ﹤0.01% 1371
2019
Q2
$3.64M Sell
85,100
-26,972
-24% -$1.13M ﹤0.01% 1454
2019
Q1
$4.66M Buy
112,072
+13,695
+14% +$544K ﹤0.01% 1395
2018
Q4
$3.69M Buy
98,377
+48,431
+97% +$1.83M ﹤0.01% 1463
2018
Q3
$1.86M Sell
49,946
-26,364
-35% -$963K ﹤0.01% 1722
2018
Q2
$2.74M Sell
76,310
-73,797
-49% -$2.53M ﹤0.01% 1646
2018
Q1
$5.11M Sell
150,107
-872,512
-85% -$28M ﹤0.01% 1475
2017
Q4
$31.3M Buy
1,022,619
+313,072
+44% +$10.2M 0.01% 927
2017
Q3
$21.9M Sell
709,547
-36,504
-5% -$1.15M 0.01% 1019
2017
Q2
$21.8M Buy
746,051
+55,018
+8% +$1.63M 0.01% 999
2017
Q1
$22M Buy
691,033
+476,813
+223% +$14.7M 0.01% 997
2016
Q4
$6.63M Buy
214,220
+53,805
+34% +$1.72M ﹤0.01% 1322
2016
Q3
$5.31M Buy
160,415
+65,925
+70% +$2.24M ﹤0.01% 1358
2016
Q2
$3.3M Buy
94,490
+52,629
+126% +$1.78M ﹤0.01% 1473
2016
Q1
$1.51M Buy
+41,861
New +$1.41M ﹤0.01% 1675
2015
Q4
Sell
-111,037
Closed -$3.48M 2194
2015
Q3
$3.48M Sell
111,037
-128,586
-54% -$4.21M ﹤0.01% 1456
2015
Q2
$7.8M Sell
239,623
-22,390
-9% -$783K ﹤0.01% 1287
2015
Q1
$9.19M Buy
262,013
+3,126
+1% +$117K ﹤0.01% 1270
2014
Q4
$10.1M Buy
258,887
+183,025
+241% +$6.71M ﹤0.01% 1238
2014
Q3
$2.55M Sell
75,862
-383,398
-83% -$12.7M ﹤0.01% 1626
2014
Q2
$15.9M Sell
459,260
-143
-0% -$4.81K ﹤0.01% 1112
2014
Q1
$15.6M Sell
459,403
-63,891
-12% -$2.02M ﹤0.01% 1113
2013
Q4
$17.3M Buy
+523,294
New +$18.4M 0.01% 1063

Other funds holding FE

Wellington Management Group's FE Position: Q3 2025 in Review

Wellington Management Group sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 7,924 shares — an estimated $319K sold.

Wellington Management Group first reported a position in FE in Q4 2013 and held it in 45 quarters. The position peaked at $540M in Q3 2020. 842 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Wellington Management Group reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 7,924 FirstEnergy shares in Q3 2025, an estimated $319K.
  • Wellington Management Group first reported a position in FirstEnergy in Q4 2013 and held it in 45 quarters.
  • Wellington Management Group's FirstEnergy position peaked at $540M in Q3 2020.
  • 842 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.