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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
Q2 		$5.09M Buy
107,135
+11,590
+12% +$550K 0.05% 385
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Atria Investments's FE Position: Q2 2026 in Review

Atria Investments increased its FirstEnergy (FE) stake by 12% in Q2 2026, buying an estimated $550K and bringing the position to 107,135 shares worth $5.09M. The position accounts for 0.05% of the portfolio, ranked #385.

Atria Investments first reported a position in FE in Q4 2016 and has held it in 23 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Atria Investments held 107,135 shares of FirstEnergy worth $5.09M as of Q2 2026.
  • Atria Investments bought 11,590 FirstEnergy shares in Q2 2026, an estimated $550K.
  • FirstEnergy made up 0.05% of Atria Investments's portfolio in Q2 2026, its #385 holding.
  • Atria Investments first reported a position in FirstEnergy in Q4 2016 and has held it in 23 quarters since.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.