Aquila Investment Management’s FirstEnergy FE Stock Holding History

Aquila Investment 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
2024 Q3	$355K	Buy	+8,000	New	+$337K	0.39%	57
2023 Q4	–	Sell	-65,000	Closed	-$2.22M	–	86
2023 Q3	$2.22M	Hold	65,000	–	–	2.05%	11
2023 Q2	$2.53M	Sell	65,000 -19,000	-23%	-$745K	2.07%	7
2023 Q1	$3.37M	Hold	84,000	–	–	2.77%	3
2022 Q4	$3.52M	Buy	84,000 +13,000	+18%	+$508K	2.73%	3
2022 Q3	$2.63M	Buy	+71,000	New	+$2.81M	1.96%	10

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aquila Investment Management's FE Position: Q3 2024 in Review

Aquila Investment Management opened a new position in FirstEnergy (FE) in Q3 2024: 8,000 shares worth $355K. The stake represents 0.39% of the portfolio and ranks #57 among its holdings. This is a return to the name: Aquila Investment Management previously reported a position in FE as recently as Q3 2023.

Aquila Investment Management first reported a position in FE in Q3 2022 and has held it in 6 quarters since. The position peaked at $3.52M in Q4 2022. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Aquila Investment Management held 8,000 shares of FirstEnergy worth $355K as of Q3 2024.
FirstEnergy was a new Aquila Investment Management position in Q3 2024.
FirstEnergy made up 0.39% of Aquila Investment Management's portfolio in Q3 2024, its #57 holding.
Aquila Investment Management first reported a position in FirstEnergy in Q3 2022 and has held it in 6 quarters since.
Aquila Investment Management's FirstEnergy position peaked at $3.52M in Q4 2022.
774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.