Morton Community Bank’s FirstEnergy FE Stock Holding History

Morton Community Bank’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	$466K	Hold	9,192	–	–	0.1%	98
2025 Q4	$435K	Sell	9,192 -975	-10%	-$44.8K	0.09%	100
2025 Q3	$466K	Sell	10,167 -13,699	-57%	-$585K	0.11%	100
2025 Q2	$961K	Sell	23,866 -67,792	-74%	-$2.8M	0.24%	94
2025 Q1	$3.7M	Buy	91,658 +1,272	+1%	+$50.7K	0.97%	49
2024 Q4	$3.6M	Buy	90,386 +1,660	+2%	+$69.4K	0.95%	48
2024 Q3	$3.93M	Buy	88,726 +27	+0%	+$1.14K	1.03%	37
2024 Q2	$3.39M	Buy	88,699 +3,575	+4%	+$139K	0.96%	43
2024 Q1	$3.29M	Buy	85,124 +6,725	+9%	+$252K	0.95%	40
2023 Q4	$2.87M	Buy	+78,399	New	+$2.84M	0.94%	46

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

Morton Community Bank's FE Position: Q1 2026 in Review

Morton Community Bank held its FirstEnergy (FE) position steady in Q1 2026 at 9,192 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #98.

Morton Community Bank first reported a position in FE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.93M in Q3 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Morton Community Bank held 9,192 shares of FirstEnergy worth $466K as of Q1 2026.
Morton Community Bank left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.1% of Morton Community Bank's portfolio in Q1 2026, its #98 holding.
Morton Community Bank first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's FirstEnergy position peaked at $3.93M in Q3 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.