Burk Holdings’s FirstEnergy FE Stock Holding History

Burk Holdings’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	$761	Hold	16	–	–	﹤0.01%	606
2026 Q1	$811	Buy	+16	New	+$776	﹤0.01%	615

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Burk Holdings's FE Position: Q2 2026 in Review

Burk Holdings held its FirstEnergy (FE) position steady in Q2 2026 at 16 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Burk Holdings first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $811 in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Burk Holdings held 16 shares of FirstEnergy worth $761 as of Q2 2026.
Burk Holdings left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #606 holding.
Burk Holdings first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's FirstEnergy position peaked at $811 in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.