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Joel Greenblatt’s FE Holdings & Trades

First Buy
Q1 2016
Duration Held
26 Quarters
Largest Add
Q1 2026
+156,098 Shares
Current Position
156,098 Shares
$7.91 M Value

Joel Greenblatt's FE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 156,098 shares of FirstEnergy Corp. (FE) worth $7.91 M, representing 0.02% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in FE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 156,098 shares. Largest reduction occurred in Q2 2016, reducing 139,187 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's FirstEnergy (FE) Holding Value Over Time

Track share changes against reported price movement

Quarterly FirstEnergy (FE) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +156,098 New Buy 156,098 $50.66
Q1 2025 -11,004 Sold Out 0 $0.00
Q4 2024 +844 Add 8.31% 11,004 $39.78
Q3 2024 +10,160 New Buy 10,160 $44.35
Q1 2023 -7,910 Sold Out 0 $0.00
Q4 2022 -6,578 Reduce 45.40% 7,910 $41.94
Q3 2022 -15,512 Reduce 51.71% 14,488 $37.00
Q2 2022 +19,039 Add 173.70% 30,000 $38.40
Q1 2022 -3,005 Reduce 21.52% 10,961 $45.89
Q4 2021 +4,754 Add 51.61% 13,966 $41.60
Q3 2021 +9,212 New Buy 9,212 $35.61
Q4 2020 -100,594 Sold Out 0 $0.00
Q3 2020 +2,699 Add 2.76% 100,594 $28.71
Q2 2020 +92,122 Add 1595.74% 97,895 $38.78
Q1 2020 +5,773 New Buy 5,773 $40.01
Q2 2019 -11,486 Sold Out 0 $0.00
Q1 2019 -22,818 Reduce 66.52% 11,486 $41.62
Q4 2018 -85,982 Reduce 71.48% 34,304 $37.55
Q3 2018 +12,852 Add 11.96% 120,286 $37.17
Q2 2018 +16,718 Add 18.43% 107,434 $35.91
Q1 2018 +20,197 Add 28.64% 90,716 $34.01
Q4 2017 +4,484 Add 6.79% 70,519 $30.62
Q3 2017 +7,033 Add 11.92% 66,035 $30.83
Q2 2017 +59,002 New Buy 59,002 $29.15
Q2 2016 -139,187 Sold Out 0 $0.00
Q1 2016 +139,187 New Buy 139,187 $35.97

Joel Greenblatt's FirstEnergy Investment FAQs

Joel Greenblatt first purchased FirstEnergy Corp. (FE) in Q1 2016, acquiring 139,187 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held FirstEnergy Corp. (FE) for 26 quarters since Q1 2016.

Joel Greenblatt's largest addition to FirstEnergy Corp. (FE) was in Q1 2026, adding 156,098 shares worth $7.91 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 156,098 shares of FirstEnergy Corp. (FE), valued at approximately $7.91 M.

As of the Q1 2026 filing, FirstEnergy Corp. (FE) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in FirstEnergy Corp. (FE) was 156,098 shares, as reported at the end of Q1 2026.