SVB Wealth’s FirstEnergy FE Stock Holding History

SVB Wealth’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	$3.69M	Sell	77,720 -8,770	-10%	-$416K	0.23%	83
2026 Q1	$4.38M	Buy	+86,490	New	+$4.19M	0.29%	76
2023 Q3	–	Sell	-6,421	Closed	-$250K	–	889
2023 Q2	$250K	Sell	6,421 -452	-7%	-$17.7K	﹤0.01%	741
2023 Q1	$275K	Sell	6,873 -622	-8%	-$25.1K	﹤0.01%	753
2022 Q4	$314K	Buy	7,495 +1,521	+25%	+$59.5K	﹤0.01%	729
2022 Q3	$221K	Buy	+5,974	New	+$236K	﹤0.01%	817
2021 Q4	–	Sell	-11,294	Closed	-$402K	–	866
2021 Q3	$402K	Buy	+11,294	New	+$429K	0.01%	674
2018 Q1	–	Sell	-9,344	Closed	-$286K	–	460
2017 Q4	$286K	Buy	+9,344	New	+$304K	0.01%	403

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

SVB Wealth's FE Position: Q2 2026 in Review

SVB Wealth reduced its FirstEnergy (FE) stake by 10% in Q2 2026, selling an estimated $416K and leaving 77,720 shares worth $3.69M. The position accounts for 0.23% of the portfolio, ranked #83.

SVB Wealth first reported a position in FE in Q4 2017 and has held it in 8 quarters since. The position peaked at $4.38M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

SVB Wealth held 77,720 shares of FirstEnergy worth $3.69M as of Q2 2026.
SVB Wealth sold 8,770 FirstEnergy shares in Q2 2026, an estimated $416K.
FirstEnergy made up 0.23% of SVB Wealth's portfolio in Q2 2026, its #83 holding.
SVB Wealth first reported a position in FirstEnergy in Q4 2017 and has held it in 8 quarters since.
SVB Wealth's FirstEnergy position peaked at $4.38M in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.