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Turning Point Benefit Group’s FirstEnergy FE Stock Holding History

Turning Point Benefit 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
-123
Closed -$5.51K – 344
2025
Q4 		$5.51K Buy
123
+113
+1,130% +$5.19K ﹤0.01% 289
2025
Q3 		$459 Buy
+10
New +$427 ﹤0.01% 512

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

Turning Point Benefit Group's FE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 123 shares — an estimated $5.51K sold.

Turning Point Benefit Group first reported a position in FE in Q3 2025 and held it in 2 quarters. The position peaked at $5.51K in Q4 2025. 929 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Turning Point Benefit Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 123 FirstEnergy shares in Q1 2026, an estimated $5.51K.
  • Turning Point Benefit Group first reported a position in FirstEnergy in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's FirstEnergy position peaked at $5.51K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.