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Beacon Pointe Advisors’s FirstEnergy FE Stock Holding History

Beacon Pointe Advisors’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 		$1.7M Buy
35,676
+559
+2% +$26.5K 0.01% 825
2026
Q1 		$1.78M Buy
35,117
+27,387
+354% +$1.33M 0.01% 775
2025
Q4 		$346K Buy
7,730
+1,858
+32% +$85.3K ﹤0.01% 1201
2025
Q3 		$269K Sell
5,872
-25,592
-81% -$1.09M ﹤0.01% 1221
2025
Q2 		$1.27M Sell
31,464
-39
-0.1% -$1.61K 0.01% 596
2025
Q1 		$1.27M Sell
31,503
-79
-0.3% -$3.15K 0.01% 573
2024
Q4 		$1.26M Sell
31,582
-2,219
-7% -$92.8K 0.01% 581
2024
Q3 		$1.5M Sell
33,801
-3,136
-8% -$132K 0.02% 531
2024
Q2 		$1.41M Sell
36,937
-285
-0.8% -$11.1K 0.02% 545
2024
Q1 		$1.44M Buy
37,222
+172
+0.5% +$6.43K 0.02% 579
2023
Q4 		$1.36M Buy
37,050
+376
+1% +$13.6K 0.02% 579
2023
Q3 		$1.25M Buy
36,674
+1,769
+5% +$65.8K 0.02% 566
2023
Q2 		$1.36M Sell
34,905
-3,252
-9% -$128K 0.02% 453
2023
Q1 		$1.53M Buy
38,157
+3,780
+11% +$153K 0.03% 450
2022
Q4 		$1.44M Buy
34,377
+452
+1% +$17.7K 0.03% 432
2022
Q3 		$1.26M Buy
33,925
+569
+2% +$22.5K 0.03% 416
2022
Q2 		$1.28M Sell
33,356
-850
-2% -$36.3K 0.03% 413
2022
Q1 		$1.57M Buy
34,206
+1,920
+6% +$81.2K 0.02% 503
2021
Q4 		$1.34M Buy
32,286
+1,452
+5% +$56K 0.04% 324
2021
Q3 		$1.1M Buy
+30,834
New +$1.17M 0.03% 392

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Beacon Pointe Advisors's FE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its FirstEnergy (FE) stake by 1.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 35,676 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #825.

Beacon Pointe Advisors first reported a position in FE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Beacon Pointe Advisors held 35,676 shares of FirstEnergy worth $1.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 559 FirstEnergy shares in Q2 2026, an estimated $26.5K.
  • FirstEnergy made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #825 holding.
  • Beacon Pointe Advisors first reported a position in FirstEnergy in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's FirstEnergy position peaked at $1.78M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.