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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
Q2 		$422K Buy
+8,886
New +$422K 0.04% 202
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 $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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TritonPoint Wealth's FE Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in FirstEnergy (FE) in Q2 2026: 8,886 shares worth $422K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in FE as recently as Q4 2025.

TritonPoint Wealth first reported a position in FE in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q3 2024. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • TritonPoint Wealth held 8,886 shares of FirstEnergy worth $422K as of Q2 2026.
  • FirstEnergy was a new TritonPoint Wealth position in Q2 2026.
  • FirstEnergy made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #202 holding.
  • TritonPoint Wealth first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's FirstEnergy position peaked at $490K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.