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 Q3	$4.06K	Buy	94 +1	+1%	+$47	﹤0.01%	198
2026 Q2	$4.4K	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	$3.28K	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	$3.18K	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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MB, Levis & Associates's FE Position: Q3 2026 in Review

MB, Levis & Associates increased its FirstEnergy (FE) stake by 1.1% in Q3 2026, buying an estimated $47 and bringing the position to 94 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

MB, Levis & Associates first reported a position in FE in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.65K in Q1 2026. 547 funds tracked by Wall St. Rank hold FE as of Q3 2026.

MB, Levis & Associates held 94 shares of FirstEnergy worth $4.06K as of Q3 2026.
MB, Levis & Associates bought 1 FirstEnergy share in Q3 2026, an estimated $47.
FirstEnergy made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #198 holding.
MB, Levis & Associates first reported a position in FirstEnergy in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's FirstEnergy position peaked at $4.65K in Q1 2026.
547 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.