Callahan Advisors’s FirstEnergy FE Stock Holding History

Callahan Advisors’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	$1.55M	Hold	32,600	–	–	0.12%	103
2026 Q1	$1.65M	Hold	32,600	–	–	0.14%	104
2025 Q4	$1.46M	Hold	32,600	–	–	0.12%	103
2025 Q3	$1.49M	Hold	32,600	–	–	0.13%	97
2025 Q2	$1.31M	Hold	32,600	–	–	0.12%	100
2025 Q1	$1.32M	Hold	32,600	–	–	0.13%	101
2024 Q4	$1.3M	Hold	32,600	–	–	0.12%	97
2024 Q3	$1.45M	Hold	32,600	–	–	0.14%	94
2024 Q2	$1.25M	Hold	32,600	–	–	0.13%	94
2024 Q1	$1.26M	Hold	32,600	–	–	0.13%	92
2023 Q4	$1.2M	Hold	32,600	–	–	0.14%	90
2023 Q3	$1.11M	Hold	32,600	–	–	0.14%	88
2023 Q2	$1.27M	Hold	32,600	–	–	0.15%	88
2023 Q1	$1.31M	Hold	32,600	–	–	0.17%	91
2022 Q4	$1.37M	Hold	32,600	–	–	0.19%	88
2022 Q3	$1.21M	Hold	32,600	–	–	0.17%	95
2022 Q2	$1.25M	Sell	32,600 -50	-0.2%	-$2.13K	0.17%	100
2022 Q1	$1.5M	Hold	32,650	–	–	0.17%	99
2021 Q4	$1.36M	Hold	32,650	–	–	0.15%	97
2021 Q3	$1.16M	Hold	32,650	–	–	0.15%	103
2021 Q2	$1.22M	Hold	32,650	–	–	0.15%	103
2021 Q1	$1.13M	Hold	32,650	–	–	0.15%	99
2020 Q4	$999K	Buy	+32,650	New	+$978K	0.15%	94

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

Callahan Advisors's FE Position: Q2 2026 in Review

Callahan Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 32,600 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #103.

Callahan Advisors first reported a position in FE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Callahan Advisors held 32,600 shares of FirstEnergy worth $1.55M as of Q2 2026.
Callahan Advisors left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.12% of Callahan Advisors's portfolio in Q2 2026, its #103 holding.
Callahan Advisors first reported a position in FirstEnergy in Q4 2020 and has held it in 23 quarters since.
Callahan Advisors's FirstEnergy position peaked at $1.65M in Q1 2026.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.