MB, Levis & Associates’s FirstEnergy FE Stock Holding History

MB, Levis & Associates’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	$4.65K	Buy	92 +1	+1%	+$49	﹤0.01%	184
2025 Q4	$4.07K	Buy	91 +1	+1%	+$46	﹤0.01%	194
2025 Q3	$4.13K	Buy	90 +1	+1%	+$43	﹤0.01%	187
2025 Q2	$3.59K	Buy	89 +1	+1%	+$41	﹤0.01%	229
2025 Q1	$3.57K	Buy	88 +1	+1%	+$40	﹤0.01%	232
2024 Q4	$3.47K	Buy	87 +1	+1%	+$42	﹤0.01%	235
2024 Q3	$3.83K	Hold	86	–	–	﹤0.01%	234
2024 Q2	$3.27K	Buy	86 +1	+1%	+$39	﹤0.01%	239
2024 Q1	$3.27K	Buy	85 +1	+1%	+$37	﹤0.01%	236
2023 Q4	$3.07K	Buy	84 +1	+1%	+$36	﹤0.01%	233
2023 Q3	$2.83K	Buy	83 +1	+1%	+$37	﹤0.01%	237
2023 Q2	$3.19K	Buy	82 +1	+1%	+$39	﹤0.01%	232
2023 Q1	$3.25K	Buy	81 +1	+1%	+$40	﹤0.01%	235
2022 Q4	$3.37K	Buy	+80	New	+$3.13K	﹤0.01%	219

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

MB, Levis & Associates's FE Position: Q1 2026 in Review

MB, Levis & Associates increased its FirstEnergy (FE) stake by 1.1% in Q1 2026, buying an estimated $49 and bringing the position to 92 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

MB, Levis & Associates first reported a position in FE in Q4 2022 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

MB, Levis & Associates held 92 shares of FirstEnergy worth $4.65K as of Q1 2026.
MB, Levis & Associates bought 1 FirstEnergy share in Q1 2026, an estimated $49.
FirstEnergy made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #184 holding.
MB, Levis & Associates first reported a position in FirstEnergy in Q4 2022 and has held it in 14 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.