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High Point Wealth Management’s FirstEnergy FE Stock Holding History

High Point Wealth Management’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 		$356K Buy
7,479
+28
+0.4% +$1.33K 0.29% 72
2026
Q1 		$377K Sell
7,451
-446
-6% -$21.6K 0.36% 65
2025
Q4 		$354K Buy
+7,897
New +$363K 0.33% 67

Other funds holding FE

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

High Point Wealth Management's FE Position: Q2 2026 in Review

High Point Wealth Management increased its FirstEnergy (FE) stake by 0.38% in Q2 2026, buying an estimated $1.33K and bringing the position to 7,479 shares worth $356K. The position accounts for 0.29% of the portfolio, ranked #72.

High Point Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • High Point Wealth Management held 7,479 shares of FirstEnergy worth $356K as of Q2 2026.
  • High Point Wealth Management bought 28 FirstEnergy shares in Q2 2026, an estimated $1.33K.
  • FirstEnergy made up 0.29% of High Point Wealth Management's portfolio in Q2 2026, its #72 holding.
  • High Point Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's FirstEnergy position peaked at $377K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.