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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

FE holding history

Firstenergy Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q2 2026)
35,676
Value
$1.70M
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of FE by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,676$1.70M<0.1%+559+1.6%AddedHolders
Q1 202635,117$1.78M<0.1%+27,387+354.3%AddedHolders
Q4 20257,730$346.1K<0.1%+1,858+31.6%AddedHolders
Q3 20255,872$269.1K<0.1%−25,592−81.3%ReducedHolders
Q2 202531,464$1.27M<0.1%−39−0.1%ReducedHolders
Q1 202531,503$1.27M<0.1%−79−0.3%ReducedHolders
Q4 202431,582$1.26M<0.1%−2,219−6.6%ReducedHolders
Q3 202433,801$1.50M<0.1%−3,136−8.5%ReducedHolders
Q2 202436,937$1.41M<0.1%−285−0.8%ReducedHolders
Q1 202437,222$1.44M<0.1%+172+0.5%AddedHolders
Q4 202337,050$1.36M<0.1%+376+1.0%AddedHolders
Q3 202336,674$1.25M<0.1%+1,769+5.1%AddedHolders
Q2 202334,905$1.36M<0.1%−3,252−8.5%ReducedHolders
Q1 202338,157$1.53M<0.1%+3,780+11.0%AddedHolders
Q4 202234,377$1.44M<0.1%+452+1.3%AddedHolders
Q3 202233,925$1.26M<0.1%+569+1.7%AddedHolders
Q2 202233,356$1.28M<0.1%−850−2.5%ReducedHolders
Q1 202234,206$1.57M<0.1%+1,920+5.9%AddedHolders
Q4 202132,286$1.34M<0.1%+1,452+4.7%AddedHolders
Q3 202130,834$1.10M<0.1%+30,834NewHolders