SVB WEALTH LLC

Position in FE — Firstenergy Corp

CIK 1626116 BOSTON, MA

Position in FE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,694,805

-$686,776 QoQ

Shares Held

77,720

-10.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#222

of 923 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names. FE ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp This page	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,694,805	77,720	-10.1%	Shares	Sole	2026-07-17
2026-03-31	$4,381,581	86,490	+1247.0%	Shares	Sole	2026-04-17
2023-06-30	$249,647	6,421	-6.6%	Shares	Sole	2023-07-24
2023-03-31	$275,332	6,873	-8.3%	Shares	Sole	2023-05-12
2022-12-31	$314,339	7,495	+25.5%	Shares	Sole	2023-02-10
2022-09-30	$221,038	5,974	-47.1%	Shares	Sole	2022-11-09
2021-09-30	$402,291	11,294	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.