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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
Q2 		– Sell
-386
Closed -$19.6K – 906
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 $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

Twin Peaks Wealth Advisors's FE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 386 shares — an estimated $19.6K sold.

Twin Peaks Wealth Advisors first reported a position in FE in Q2 2025 and held it in 2 quarters. The position peaked at $19.6K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 386 FirstEnergy shares in Q2 2026, an estimated $19.6K.
  • Twin Peaks Wealth Advisors first reported a position in FirstEnergy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's FirstEnergy position peaked at $19.6K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.