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Ray Dalio’s FE Holdings & Trades

First Buy
Q2 2013
Duration Held
29 Quarters
Largest Add
Q4 2024
+384,527 Shares
Current Position
22,105 Shares
$989,641 Value

Ray Dalio's FE Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 22,105 shares of FirstEnergy Corp. (FE) worth $989,641, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in FE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 384,527 shares. Largest reduction occurred in Q3 2017, reducing 648,837 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's FirstEnergy (FE) Holding Value Over Time

Track share changes against reported price movement

Quarterly FirstEnergy (FE) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +237,406 Add 0.00% 237,406 $37.34
Q3 2013 -225,906 Reduce 95.16% 11,500 $36.43
Q4 2013 +101,300 Add 880.87% 112,800 $32.98
Q1 2014 -112,800 Sold Out 0 $0.00
Q3 2015 +369,675 New Buy 369,675 $31.31
Q4 2015 -106,777 Reduce 28.88% 262,898 $31.73
Q1 2016 -153,353 Reduce 58.33% 109,545 $35.97
Q2 2016 -2,200 Reduce 2.01% 107,345 $34.91
Q3 2016 +21,900 Add 20.40% 129,245 $33.08
Q4 2016 +337,300 Add 260.98% 466,545 $30.97
Q1 2017 +20,323 Add 4.36% 486,868 $31.82
Q2 2017 +368,236 Add 75.63% 855,104 $29.16
Q3 2017 -648,837 Reduce 75.88% 206,267 $30.83
Q4 2017 +76,970 Add 37.32% 283,237 $30.62
Q1 2018 -283,237 Sold Out 0 $0.00
Q1 2020 +16,154 New Buy 16,154 $40.05
Q2 2020 -7,080 Reduce 43.83% 9,074 $38.79
Q3 2020 -9,074 Sold Out 0 $0.00
Q4 2021 +28,712 New Buy 28,712 $41.59
Q1 2022 +39,025 Add 135.92% 67,737 $45.85
Q2 2022 +32,084 Add 47.37% 99,821 $38.39
Q3 2022 -23,381 Reduce 23.42% 76,440 $37.00
Q4 2022 +48,702 Add 63.71% 125,142 $41.94
Q1 2023 -125,142 Sold Out 0 $0.00
Q4 2024 +384,527 New Buy 384,527 $39.78
Q1 2025 +8,560 Add 2.23% 393,087 $40.42
Q2 2025 -393,087 Sold Out 0 $0.00
Q3 2025 +96,266 New Buy 96,266 $45.82
Q4 2025 -74,161 Reduce 77.04% 22,105 $44.77

Ray Dalio's FirstEnergy Investment FAQs

Ray Dalio first purchased FirstEnergy Corp. (FE) in Q2 2013, acquiring 237,406 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held FirstEnergy Corp. (FE) for 29 quarters since Q2 2013.

Ray Dalio's largest addition to FirstEnergy Corp. (FE) was in Q4 2024, adding 384,527 shares worth $15.3 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 22,105 shares of FirstEnergy Corp. (FE), valued at approximately $989,641.

As of the Q4 2025 filing, FirstEnergy Corp. (FE) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in FirstEnergy Corp. (FE) was 855,104 shares, as reported at the end of Q2 2017.