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Atria Investments’s FirstEnergy FE Stock Holding History

Atria Investments’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
Q1 		$4.84M Buy
95,545
+18,396
+24% +$892K 0.05% 383
2025
Q4 		$3.45M Sell
77,149
-955
-1% -$43.9K 0.04% 505
2025
Q3 		$3.58M Buy
78,104
+25,866
+50% +$1.1M 0.04% 501
2025
Q2 		$2.1M Buy
52,238
+23,959
+85% +$989K 0.02% 700
2025
Q1 		$1.14M Buy
28,279
+13,137
+87% +$523K 0.01% 943
2024
Q4 		$602K Sell
15,142
-2,117
-12% -$88.5K 0.01% 1232
2024
Q3 		$765K Sell
17,259
-2,821
-14% -$119K 0.01% 1114
2024
Q2 		$768K Sell
20,080
-13,819
-41% -$536K 0.01% 1075
2024
Q1 		$1.31M Buy
33,899
+2,634
+8% +$98.5K 0.02% 828
2023
Q4 		$1.15M Buy
+31,265
New +$1.13M 0.02% 841
2023
Q2 		– Sell
-33,213
Closed -$1.33M – 841
2023
Q1 		$1.33M Buy
33,213
+4,550
+16% +$184K 0.03% 690
2022
Q4 		$1.2M Buy
+28,663
New +$1.12M 0.02% 690
2019
Q2 		– Sell
-7,374
Closed -$307K – 1004
2019
Q1 		$307K Sell
7,374
-6,825
-48% -$271K 0.01% 695
2018
Q4 		$533K Sell
14,199
-54,907
-79% -$2.08M 0.02% 485
2018
Q3 		$2.57M Sell
69,106
-9,219
-12% -$337K 0.1% 178
2018
Q2 		$2.81M Sell
78,325
-14,559
-16% -$499K 0.12% 157
2018
Q1 		$3.16M Sell
92,884
-11,310
-11% -$363K 0.15% 128
2017
Q4 		$3.19M Buy
104,194
+11,662
+13% +$379K 0.16% 131
2017
Q3 		$2.85M Buy
92,532
+2,163
+2% +$68.1K 0.16% 135
2017
Q2 		$2.63M Buy
90,369
+13,188
+17% +$392K 0.16% 141
2017
Q1 		$2.46M Buy
77,181
+22,269
+41% +$687K 0.16% 134
2016
Q4 		$1.7M Buy
+54,912
New +$1.76M 0.13% 163

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's FE Position: Q1 2026 in Review

Atria Investments increased its FirstEnergy (FE) stake by 24% in Q1 2026, buying an estimated $892K and bringing the position to 95,545 shares worth $4.84M. The position accounts for 0.05% of the portfolio, ranked #383.

Atria Investments first reported a position in FE in Q4 2016 and has held it in 22 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Atria Investments held 95,545 shares of FirstEnergy worth $4.84M as of Q1 2026.
  • Atria Investments bought 18,396 FirstEnergy shares in Q1 2026, an estimated $892K.
  • FirstEnergy made up 0.05% of Atria Investments's portfolio in Q1 2026, its #383 holding.
  • Atria Investments first reported a position in FirstEnergy in Q4 2016 and has held it in 22 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.