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TritonPoint Wealth’s FirstEnergy FE Stock Holding History

TritonPoint Wealth’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
-5,133
Closed -$230K – 278
2025
Q4 		$230K Sell
5,133
-4,155
-45% -$191K 0.02% 252
2025
Q3 		$426K Buy
9,288
+82
+0.9% +$3.5K 0.04% 240
2025
Q2 		$371K Buy
9,206
+20
+0.2% +$825 0.03% 253
2025
Q1 		$371K Sell
9,186
-1,907
-17% -$75.9K 0.04% 249
2024
Q4 		$441K Sell
11,093
-26
-0.2% -$1.09K 0.04% 222
2024
Q3 		$490K Buy
11,119
+81
+0.7% +$3.41K 0.04% 211
2024
Q2 		$422K Sell
11,038
-101
-0.9% -$3.92K 0.04% 221
2024
Q1 		$397K Buy
11,139
+230
+2% +$8.6K 0.04% 226
2023
Q4 		$400K Buy
+10,909
New +$395K 0.04% 236

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

TritonPoint Wealth's FE Position: Q1 2026 in Review

TritonPoint Wealth sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 5,133 shares — an estimated $230K sold.

TritonPoint Wealth first reported a position in FE in Q4 2023 and held it in 9 quarters. The position peaked at $490K in Q3 2024. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • TritonPoint Wealth reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 5,133 FirstEnergy shares in Q1 2026, an estimated $230K.
  • TritonPoint Wealth first reported a position in FirstEnergy in Q4 2023 and held it in 9 quarters.
  • TritonPoint Wealth's FirstEnergy position peaked at $490K in Q3 2024.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.