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Meadowbrook Advisors Group’s FirstEnergy FE Stock Holding History

Meadowbrook Advisors Group’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 		$277K Hold
5,830
– – 0.15% 140
2026
Q1 		$295K Hold
5,830
– – 0.18% 112
2025
Q4 		$261K Buy
+5,830
New +$268K 0.15% 119

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Meadowbrook Advisors Group's FE Position: Q2 2026 in Review

Meadowbrook Advisors Group held its FirstEnergy (FE) position steady in Q2 2026 at 5,830 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #140.

Meadowbrook Advisors Group first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Meadowbrook Advisors Group held 5,830 shares of FirstEnergy worth $277K as of Q2 2026.
  • Meadowbrook Advisors Group left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.15% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #140 holding.
  • Meadowbrook Advisors Group first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Meadowbrook Advisors Group's FirstEnergy position peaked at $295K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.