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Rialto Wealth Management’s FirstEnergy FE Stock Holding History

Rialto 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
Q1 		$2.89K Buy
57
+15
+36% +$728 ﹤0.01% 744
2025
Q4 		$1.88K Sell
42
-347
-89% -$15.9K ﹤0.01% 766
2025
Q3 		$17.8K Buy
389
+353
+981% +$15.1K ﹤0.01% 366
2025
Q2 		$1.45K Buy
36
+23
+177% +$949 ﹤0.01% 699
2025
Q1 		$526 Buy
+13
New +$518 ﹤0.01% 798

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

Rialto Wealth Management's FE Position: Q1 2026 in Review

Rialto Wealth Management increased its FirstEnergy (FE) stake by 36% in Q1 2026, buying an estimated $728 and bringing the position to 57 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Rialto Wealth Management first reported a position in FE in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.8K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Rialto Wealth Management held 57 shares of FirstEnergy worth $2.89K as of Q1 2026.
  • Rialto Wealth Management bought 15 FirstEnergy shares in Q1 2026, an estimated $728.
  • FirstEnergy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #744 holding.
  • Rialto Wealth Management first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's FirstEnergy position peaked at $17.8K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.