Level Four Advisory Services’s FirstEnergy FE Stock Holding History

Level Four Advisory Services’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	$343K	Buy	6,771 +663	+11%	+$32.2K	0.01%	676
2025 Q4	$273K	Buy	6,108 +148	+2%	+$6.8K	0.01%	721
2025 Q3	$273K	Buy	5,960 +150	+3%	+$6.4K	0.01%	687
2025 Q2	$234K	Buy	5,810 +523	+10%	+$21.6K	0.01%	712
2025 Q1	$214K	Buy	+5,287	New	+$211K	0.01%	707
2023 Q3	–	Sell	-5,211	Closed	-$203K	–	786
2023 Q2	$203K	Sell	5,211 -610	-10%	-$23.9K	0.01%	738
2023 Q1	$233K	Buy	5,821 +67	+1%	+$2.71K	0.02%	647
2022 Q4	$241K	Buy	+5,754	New	+$225K	0.02%	574
2022 Q2	–	Sell	-4,536	Closed	-$208K	–	593
2022 Q1	$208K	Buy	+4,536	New	+$192K	0.02%	593
2020 Q1	–	Sell	-4,441	Closed	-$216K	–	508
2019 Q4	$216K	Buy	+4,441	New	+$212K	0.01%	528

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

Level Four Advisory Services's FE Position: Q1 2026 in Review

Level Four Advisory Services increased its FirstEnergy (FE) stake by 11% in Q1 2026, buying an estimated $32.2K and bringing the position to 6,771 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #676.

Level Four Advisory Services first reported a position in FE in Q4 2019 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Level Four Advisory Services held 6,771 shares of FirstEnergy worth $343K as of Q1 2026.
Level Four Advisory Services bought 663 FirstEnergy shares in Q1 2026, an estimated $32.2K.
FirstEnergy made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #676 holding.
Level Four Advisory Services first reported a position in FirstEnergy in Q4 2019 and has held it in 10 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.