MB, LEVIS & ASSOCIATES, LLC

Position in FE — Firstenergy Corp

CIK 2065807 CENTER VALLEY, PA

Position in FE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,421

-$239 QoQ

Shares Held

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#840

of 921 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. FE ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,855	$777,203
2	PPL	PPL Corp	1,215	$44,165
3	SO	Southern Co	427	$40,868
4	DTE	Dte Energy Co	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc	36	$4,925
7	FE	Firstenergy Corp This page	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,421	93	+1.1%	Shares	Sole	2026-07-22
2026-03-31	$4,660	92	+1.1%	Shares	Sole	2026-04-08
2025-12-31	$4,074	91	+1.1%	Shares	Sole	2026-01-14
2025-09-30	$4,123	90	+1.1%	Shares	Sole	2025-10-15
2025-06-30	$3,583	89	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$3,556	88	+1.1%	Shares	Sole	2025-05-07
2024-12-31	$3,460	87	+1.2%	Shares	Sole	2025-05-07
2024-09-30	$3,814	86	0.0%	Shares	Sole	2025-05-07
2024-06-30	$3,291	86	+1.2%	Shares	Sole	2025-05-07
2024-03-31	$3,282	85	+1.2%	Shares	Sole	2025-05-07
2023-12-31	$3,079	84	+1.2%	Shares	Sole	2025-05-07
2023-09-30	$2,836	83	+1.2%	Shares	Sole	2025-05-07
2023-06-30	$3,188	82	+1.2%	Shares	Sole	2025-05-07
2023-03-31	$3,244	81	+1.2%	Shares	Sole	2025-05-07
2022-12-31	$3,355	80	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.