AFS
FE icon

Annapolis Financial Services’s FirstEnergy FE Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$10.1K Hold
227
– – ﹤0.01% 283
2024
Q2 		$8.69K Hold
227
– – ﹤0.01% 289
2024
Q1 		$8.77K Hold
227
– – ﹤0.01% 286
2023
Q4 		$8.32K Hold
227
– – ﹤0.01% 364
2023
Q3 		$7.76K Hold
227
– – ﹤0.01% 366
2023
Q2 		$8.83K Hold
227
– – ﹤0.01% 354
2023
Q1 		$9.09K Hold
227
– – ﹤0.01% 326
2022
Q4 		$9.52K Hold
227
– – ﹤0.01% 314
2022
Q3 		$8K Buy
+227
New +$8.97K ﹤0.01% 352

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Annapolis Financial Services's FE Position: Q3 2024 in Review

Annapolis Financial Services held its FirstEnergy (FE) position steady in Q3 2024 at 227 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Annapolis Financial Services first reported a position in FE in Q3 2022 and has held it in 9 quarters since. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Annapolis Financial Services held 227 shares of FirstEnergy worth $10.1K as of Q3 2024.
  • Annapolis Financial Services left its FirstEnergy share count unchanged in Q3 2024.
  • FirstEnergy made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #283 holding.
  • Annapolis Financial Services first reported a position in FirstEnergy in Q3 2022 and has held it in 9 quarters since.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.