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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
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 $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

Beacon Pointe Advisors's FE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its FirstEnergy (FE) stake by 354% in Q1 2026, buying an estimated $1.33M and bringing the position to 35,117 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #775.

Beacon Pointe Advisors first reported a position in FE in Q3 2021 and has held it in 19 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Beacon Pointe Advisors held 35,117 shares of FirstEnergy worth $1.78M as of Q1 2026.
  • Beacon Pointe Advisors bought 27,387 FirstEnergy shares in Q1 2026, an estimated $1.33M.
  • FirstEnergy made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #775 holding.
  • Beacon Pointe Advisors first reported a position in FirstEnergy in Q3 2021 and has held it in 19 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.