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HighPoint Advisor Group’s FirstEnergy FE Stock Holding History

HighPoint Advisor Group’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 		– Sell
-18,370
Closed -$822K – 792
2025
Q4 		$822K Buy
18,370
+101
+0.6% +$4.64K 0.02% 519
2025
Q3 		$837K Buy
18,269
+407
+2% +$17.4K 0.04% 284
2025
Q2 		$719K Buy
17,862
+1,736
+11% +$71.6K 0.04% 309
2025
Q1 		$695K Buy
16,126
+3,956
+33% +$158K 0.04% 298
2024
Q4 		$492K Buy
12,170
+433
+4% +$18.1K 0.03% 382
2024
Q3 		$521K Sell
11,737
-471
-4% -$19.8K 0.03% 348
2024
Q2 		$510K Buy
12,208
+1,054
+9% +$40.9K 0.03% 345
2024
Q1 		$443K Sell
11,154
-2
-0% -$75 0.03% 376
2023
Q4 		$428K Buy
+11,156
New +$404K 0.03% 390
2022
Q2 		$352K Buy
+9,401
New +$401K 0.04% 359
2021
Q3 		$267K Buy
7,508
+68
+0.9% +$2.58K 0.03% 429
2021
Q2 		$277K Buy
7,440
+708
+11% +$26.3K 0.03% 414
2021
Q1 		$234K Buy
6,732
+342
+5% +$11.2K 0.03% 426
2020
Q4 		$208K Buy
6,390
+2,905
+83% +$87.1K 0.03% 423
2020
Q3 		$356K Sell
3,485
-256
-7% -$8.03K 0.06% 241
2020
Q2 		$368K Sell
3,741
-25
-0.7% -$1.03K 0.08% 203
2020
Q1 		$362K Sell
3,766
-104
-3% -$4.83K 0.09% 193
2019
Q4 		$466K Buy
3,870
+170
+5% +$8.12K 0.1% 190
2019
Q3 		$409K Buy
3,700
+128
+4% +$5.79K 0.09% 195
2019
Q2 		$340K Sell
3,572
-2,743
-43% -$115K 0.08% 220
2019
Q1 		$265K Buy
6,315
+50
+0.8% +$1.99K 0.06% 265
2018
Q4 		$248K Buy
6,265
+120
+2% +$4.55K 0.07% 258
2018
Q3 		$237K Buy
6,145
+3
+0% +$110 0.06% 271
2018
Q2 		$228K Sell
6,142
-131
-2% -$4.49K 0.06% 285
2018
Q1 		$209K Buy
+6,273
New +$201K 0.06% 301

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighPoint Advisor Group's FE Position: Q1 2026 in Review

HighPoint Advisor Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 18,370 shares — an estimated $822K sold.

HighPoint Advisor Group first reported a position in FE in Q1 2018 and held it in 25 quarters. The position peaked at $837K in Q3 2025. 929 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • HighPoint Advisor Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 18,370 FirstEnergy shares in Q1 2026, an estimated $822K.
  • HighPoint Advisor Group first reported a position in FirstEnergy in Q1 2018 and held it in 25 quarters.
  • HighPoint Advisor Group's FirstEnergy position peaked at $837K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.