TPWM
FE icon

Twelve Points Wealth Management’s FirstEnergy FE Stock Holding History

Twelve Points 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
Q2 		$534K Buy
11,235
+3,660
+48% +$174K 0.11% 133
2026
Q1 		$384K Sell
7,575
-418
-5% -$20.3K 0.08% 147
2025
Q4 		$357K Sell
7,993
-5,487
-41% -$252K 0.08% 149
2025
Q3 		$618K Sell
13,480
-2,489
-16% -$106K 0.15% 127
2025
Q2 		$643K Buy
15,969
+188
+1% +$7.76K 0.17% 120
2025
Q1 		$638K Buy
15,781
+1,540
+11% +$61.3K 0.17% 116
2024
Q4 		$566K Buy
14,241
+3,965
+39% +$166K 0.16% 119
2024
Q3 		$456K Buy
10,276
+1,296
+14% +$54.5K 0.14% 125
2024
Q2 		$344K Buy
8,980
+977
+12% +$37.9K 0.12% 141
2024
Q1 		$309K Buy
8,003
+408
+5% +$15.3K 0.11% 143
2023
Q4 		$278K Buy
7,595
+361
+5% +$13.1K 0.13% 142
2023
Q3 		$247K Buy
7,234
+1,142
+19% +$42.5K 0.12% 148
2023
Q2 		$237K Buy
6,092
+975
+19% +$38.3K 0.13% 148
2023
Q1 		$205K Buy
+5,117
New +$207K 0.12% 155

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

Twelve Points Wealth Management's FE Position: Q2 2026 in Review

Twelve Points Wealth Management increased its FirstEnergy (FE) stake by 48% in Q2 2026, buying an estimated $174K and bringing the position to 11,235 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #133.

Twelve Points Wealth Management first reported a position in FE in Q1 2023 and has held it in 14 quarters since. The position peaked at $643K in Q2 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Twelve Points Wealth Management held 11,235 shares of FirstEnergy worth $534K as of Q2 2026.
  • Twelve Points Wealth Management bought 3,660 FirstEnergy shares in Q2 2026, an estimated $174K.
  • FirstEnergy made up 0.11% of Twelve Points Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Twelve Points Wealth Management first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
  • Twelve Points Wealth Management's FirstEnergy position peaked at $643K in Q2 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.