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 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 $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Callahan Advisors's FE Position: Q1 2026 in Review

Callahan Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 32,600 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #104.

Callahan Advisors first reported a position in FE in Q4 2020 and has held it in 22 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Callahan Advisors held 32,600 shares of FirstEnergy worth $1.65M as of Q1 2026.
Callahan Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.14% of Callahan Advisors's portfolio in Q1 2026, its #104 holding.
Callahan Advisors first reported a position in FirstEnergy in Q4 2020 and has held it in 22 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.