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Navalign LLC’s FirstEnergy FE Stock Holding History

Navalign LLC’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 		$1.14M Buy
24,041
+361
+2% +$17.1K 0.27% 63
2026
Q1 		$1.2M Buy
23,680
+473
+2% +$22.9K 0.3% 58
2025
Q4 		$1.04M Buy
23,207
+1,116
+5% +$51.2K 0.26% 65
2025
Q3 		$1.01M Buy
22,091
+553
+3% +$23.6K 0.27% 62
2025
Q2 		$867K Buy
21,538
+28
+0.1% +$1.16K 0.24% 71
2025
Q1 		$869K Buy
21,510
+958
+5% +$38.1K 0.25% 68
2024
Q4 		$818K Buy
20,552
+928
+5% +$38.8K 0.24% 70
2024
Q3 		$870K Buy
19,624
+313
+2% +$13.2K 0.26% 68
2024
Q2 		$739K Buy
19,311
+998
+5% +$38.7K 0.23% 76
2024
Q1 		$707K Buy
18,313
+998
+6% +$37.3K 0.23% 77
2023
Q4 		$635K Buy
17,315
+877
+5% +$31.7K 0.22% 82
2023
Q3 		$562K Buy
16,438
+233
+1% +$8.67K 0.21% 90
2023
Q2 		$630K Sell
16,205
-231
-1% -$9.06K 0.25% 76
2023
Q1 		$658K Sell
16,436
-91
-0.6% -$3.68K 0.28% 74
2022
Q4 		$693K Buy
16,527
+150
+0.9% +$5.86K 0.29% 73
2022
Q3 		$606K Buy
16,377
+1,413
+9% +$55.8K 0.27% 76
2022
Q2 		$574K Sell
14,964
-118
-0.8% -$5.04K 0.25% 74
2022
Q1 		$675K Buy
15,082
+144
+1% +$6.09K 0.28% 71
2021
Q4 		$621K Buy
14,938
+117
+0.8% +$4.51K 0.25% 86
2021
Q3 		$528K Buy
14,821
+188
+1% +$7.13K 0.22% 92
2021
Q2 		$544K Buy
14,633
+2,148
+17% +$79.9K 0.23% 90
2021
Q1 		$433K Buy
+12,485
New +$408K 0.19% 95

Other funds holding FE

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Navalign LLC's FE Position: Q2 2026 in Review

Navalign LLC increased its FirstEnergy (FE) stake by 1.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 24,041 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #63.

Navalign LLC first reported a position in FE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.2M in Q1 2026. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Navalign LLC held 24,041 shares of FirstEnergy worth $1.14M as of Q2 2026.
  • Navalign LLC bought 361 FirstEnergy shares in Q2 2026, an estimated $17.1K.
  • FirstEnergy made up 0.27% of Navalign LLC's portfolio in Q2 2026, its #63 holding.
  • Navalign LLC first reported a position in FirstEnergy in Q1 2021 and has held it in 22 quarters since.
  • Navalign LLC's FirstEnergy position peaked at $1.2M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.