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Trivium Point Advisory’s FirstEnergy FE Stock Holding History

Trivium Point Advisory’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 		$849K Buy
17,852
+1,407
+9% +$66.8K 0.08% 203
2026
Q1 		$833K Sell
16,445
-2,879
-15% -$140K 0.15% 144
2025
Q4 		$865K Sell
19,324
-2,185
-10% -$100K 0.09% 192
2025
Q3 		$986K Sell
21,509
-1,630
-7% -$69.6K 0.1% 184
2025
Q2 		$932K Sell
23,139
-1,206
-5% -$49.8K 0.1% 181
2025
Q1 		$984K Sell
24,345
-2,645
-10% -$105K 0.12% 165
2024
Q4 		$1.07M Sell
26,990
-1,068
-4% -$44.7K 0.14% 158
2024
Q3 		$1.16M Sell
28,058
-1,485
-5% -$62.5K 0.16% 150
2024
Q2 		$1.13M Sell
29,543
-2,932
-9% -$114K 0.17% 142
2024
Q1 		$1.25M Buy
32,475
+995
+3% +$37.2K 0.27% 95
2023
Q4 		$1.15M Sell
31,480
-745
-2% -$27K 0.28% 98
2023
Q3 		$1.08M Sell
32,225
-580
-2% -$21.6K 0.3% 103
2023
Q2 		$1.28M Buy
32,805
+14,585
+80% +$572K 0.35% 100
2023
Q1 		$730K Buy
18,220
+1,715
+10% +$69.3K 0.2% 129
2022
Q4 		$699K Buy
16,505
+680
+4% +$26.6K 0.2% 125
2022
Q3 		$583K Buy
+15,825
New +$625K 0.18% 136

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

Trivium Point Advisory's FE Position: Q2 2026 in Review

Trivium Point Advisory increased its FirstEnergy (FE) stake by 8.6% in Q2 2026, buying an estimated $66.8K and bringing the position to 17,852 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #203.

Trivium Point Advisory first reported a position in FE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2023. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Trivium Point Advisory held 17,852 shares of FirstEnergy worth $849K as of Q2 2026.
  • Trivium Point Advisory bought 1,407 FirstEnergy shares in Q2 2026, an estimated $66.8K.
  • FirstEnergy made up 0.08% of Trivium Point Advisory's portfolio in Q2 2026, its #203 holding.
  • Trivium Point Advisory first reported a position in FirstEnergy in Q3 2022 and has held it in 16 quarters since.
  • Trivium Point Advisory's FirstEnergy position peaked at $1.28M in Q2 2023.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.