B.O.S.S. Retirement Advisors’s FirstEnergy FE Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-28,744	Closed	-$1.27M	–	225
2024 Q3	$1.27M	Buy	28,744 +1,101	+4%	+$46.3K	0.26%	101
2024 Q2	$1.06M	Buy	27,643 +105	+0.4%	+$4.07K	0.27%	98
2024 Q1	$1.01M	Sell	27,538 -3,248	-11%	-$122K	0.39%	95
2023 Q4	$1.13M	Sell	30,786 -3,879	-11%	-$140K	0.22%	148
2023 Q3	$1.18M	Sell	34,665 -2,837	-8%	-$106K	0.26%	154
2023 Q2	$1.46M	Sell	37,502 -4,113	-10%	-$161K	0.31%	138
2023 Q1	$1.67M	Buy	41,615 +1,054	+3%	+$42.6K	0.39%	104
2022 Q4	$1.7M	Buy	+40,561	New	+$1.59M	0.44%	94

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

B.O.S.S. Retirement Advisors's FE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 28,744 shares — an estimated $1.27M sold.

B.O.S.S. Retirement Advisors first reported a position in FE in Q4 2022 and held it in 8 quarters. The position peaked at $1.7M in Q4 2022. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 28,744 FirstEnergy shares in Q4 2024, an estimated $1.27M.
B.O.S.S. Retirement Advisors first reported a position in FirstEnergy in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's FirstEnergy position peaked at $1.7M in Q4 2022.
801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.