High Point Wealth Management
FE icon

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
Q3 		$325K Buy
7,507
+28
+0.4% +$1.32K 0.26% 75
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

High Point Wealth Management's FE Position: Q3 2026 in Review

High Point Wealth Management increased its FirstEnergy (FE) stake by 0.37% in Q3 2026, buying an estimated $1.32K and bringing the position to 7,507 shares worth $325K. The position accounts for 0.26% of the portfolio, ranked #75.

High Point Wealth Management first reported a position in FE in Q4 2025 and has held it in 4 quarters since. The position peaked at $377K in Q1 2026. 547 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • High Point Wealth Management held 7,507 shares of FirstEnergy worth $325K as of Q3 2026.
  • High Point Wealth Management bought 28 FirstEnergy shares in Q3 2026, an estimated $1.32K.
  • FirstEnergy made up 0.26% of High Point Wealth Management's portfolio in Q3 2026, its #75 holding.
  • High Point Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's FirstEnergy position peaked at $377K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.