WS Management’s FirstEnergy FE Stock Holding History

WS 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
2025 Q2	–	Sell	-215,535	Closed	-$8.71M	–	45
2025 Q1	$8.71M	Sell	215,535 -63,427	-23%	-$2.53M	0.97%	23
2024 Q4	$11.1M	Hold	278,962	–	–	1.03%	23
2024 Q3	$12.4M	Hold	278,962	–	–	0.87%	25
2024 Q2	$10.7M	Hold	278,962	–	–	0.79%	30
2024 Q1	$10.8M	Hold	278,962	–	–	0.68%	34
2023 Q4	$10.2M	Hold	278,962	–	–	0.61%	38
2023 Q3	$9.53M	Hold	278,962	–	–	0.77%	38
2023 Q2	$10.8M	Hold	278,962	–	–	0.91%	31
2023 Q1	$11.2M	Hold	278,962	–	–	1.18%	26
2022 Q4	$11.7M	Hold	278,962	–	–	1%	25
2022 Q3	$10.3M	Hold	278,962	–	–	0.94%	25
2022 Q2	$10.7M	Hold	278,962	–	–	0.87%	26
2022 Q1	$12.8M	Hold	278,962	–	–	0.63%	25
2021 Q4	$11.6M	Hold	278,962	–	–	0.92%	22
2021 Q3	$9.94M	Hold	278,962	–	–	1.05%	23
2021 Q2	$10.4M	Hold	278,962	–	–	1.02%	27
2021 Q1	$9.68M	Buy	+278,962	New	+$9.11M	1%	26

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WS Management's FE Position: Q2 2025 in Review

WS Management sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 215,535 shares — an estimated $8.71M sold.

WS Management first reported a position in FE in Q1 2021 and held it in 17 quarters. The position peaked at $12.8M in Q1 2022. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

WS Management reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
WS Management sold 215,535 FirstEnergy shares in Q2 2025, an estimated $8.71M.
WS Management first reported a position in FirstEnergy in Q1 2021 and held it in 17 quarters.
WS Management's FirstEnergy position peaked at $12.8M in Q1 2022.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on WS Management's 13F filing for Q2 2025, filed 14 Aug 2025.