MV Capital Management’s FirstEnergy FE Stock Holding History

MV Capital Management’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	$14.7K	Buy	309 +14	+5%	+$665	﹤0.01%	492
2026 Q1	$14.9K	Sell	295 -7	-2%	-$340	﹤0.01%	481
2025 Q4	$13.5K	Hold	302	–	–	﹤0.01%	488
2025 Q3	$13.8K	Buy	302 +3	+1%	+$128	﹤0.01%	476
2025 Q2	$12K	Sell	299 -7	-2%	-$289	﹤0.01%	499
2025 Q1	$12.4K	Sell	306 -58	-16%	-$2.31K	﹤0.01%	490
2024 Q4	$14.5K	Buy	364 +32	+10%	+$1.34K	﹤0.01%	474
2024 Q3	$14.7K	Buy	332 +26	+8%	+$1.09K	﹤0.01%	476
2024 Q2	$11.7K	Buy	306 +6	+2%	+$233	﹤0.01%	500
2024 Q1	$11.6K	Buy	300 +4	+1%	+$150	﹤0.01%	503
2023 Q4	$10.9K	Buy	296 +28	+10%	+$1.01K	﹤0.01%	508
2023 Q3	$9.16K	Sell	268 -372	-58%	-$13.8K	﹤0.01%	518
2023 Q2	$24.9K	Sell	640 -18	-3%	-$706	﹤0.01%	377
2023 Q1	$26.4K	Sell	658 -241	-27%	-$9.73K	﹤0.01%	360
2022 Q4	$37.7K	Sell	899 -22	-2%	-$860	0.01%	266
2022 Q3	$34K	Buy	921 +69	+8%	+$2.73K	0.01%	264
2022 Q2	$33K	Sell	852 -40	-4%	-$1.71K	0.01%	260
2022 Q1	$41K	Buy	892 +5	+0.6%	+$211	0.01%	244
2021 Q4	$37K	Buy	887 +39	+5%	+$1.5K	0.01%	248
2021 Q3	$30K	Buy	848 +67	+9%	+$2.54K	0.01%	258
2021 Q2	$29K	Buy	781 +84	+12%	+$3.12K	﹤0.01%	245
2021 Q1	$24K	Buy	697 +31	+5%	+$1.01K	﹤0.01%	214
2020 Q4	$20K	Buy	+666	New	+$20K	﹤0.01%	210
2016 Q4	–	Sell	-116	Closed	-$4K	–	370
2016 Q3	$4K	Hold	116	–	–	﹤0.01%	288
2016 Q2	$4K	Hold	116	–	–	﹤0.01%	286
2016 Q1	$4K	Sell	116 -117	-50%	-$3.93K	﹤0.01%	269
2015 Q4	$7K	Hold	233	–	–	﹤0.01%	256
2015 Q3	$7K	Hold	233	–	–	﹤0.01%	245
2015 Q2	$8K	Buy	+233	New	+$8.15K	﹤0.01%	317

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

MV Capital Management's FE Position: Q2 2026 in Review

MV Capital Management increased its FirstEnergy (FE) stake by 4.7% in Q2 2026, buying an estimated $665 and bringing the position to 309 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

MV Capital Management first reported a position in FE in Q2 2015 and has held it in 29 quarters since. The position peaked at $41K in Q1 2022. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

MV Capital Management held 309 shares of FirstEnergy worth $14.7K as of Q2 2026.
MV Capital Management bought 14 FirstEnergy shares in Q2 2026, an estimated $665.
FirstEnergy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #492 holding.
MV Capital Management first reported a position in FirstEnergy in Q2 2015 and has held it in 29 quarters since.
MV Capital Management's FirstEnergy position peaked at $41K in Q1 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.