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 Q2	$4.41K	Buy	93 +1	+1%	+$47	﹤0.01%	206
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 $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

MB, Levis & Associates's FE Position: Q2 2026 in Review

MB, Levis & Associates increased its FirstEnergy (FE) stake by 1.1% in Q2 2026, buying an estimated $47 and bringing the position to 93 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

MB, Levis & Associates first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.65K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

MB, Levis & Associates held 93 shares of FirstEnergy worth $4.41K as of Q2 2026.
MB, Levis & Associates bought 1 FirstEnergy share in Q2 2026, an estimated $47.
FirstEnergy made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #206 holding.
MB, Levis & Associates first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's FirstEnergy position peaked at $4.65K in Q1 2026.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.