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Twin Peaks Wealth Advisors’s FirstEnergy FE Stock Holding History

Twin Peaks Wealth Advisors’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 		$19.6K Buy
+386
New +$18.7K ﹤0.01% 733
2025
Q3 		– Sell
-264
Closed -$11.5K – 830
2025
Q2 		$11.5K Buy
+264
New +$10.9K ﹤0.01% 866

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

Twin Peaks Wealth Advisors's FE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in FirstEnergy (FE) in Q1 2026: 386 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FE in Q2 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 386 shares of FirstEnergy worth $19.6K as of Q1 2026.
  • FirstEnergy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • FirstEnergy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #733 holding.
  • Twin Peaks Wealth Advisors first reported a position in FirstEnergy in Q2 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.