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Baker Avenue Asset Management’s FirstEnergy FE Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-27
Closed -$923 – 743
2023
Q3 		$923 Sell
27
-48
-64% -$1.79K ﹤0.01% 1300
2023
Q2 		$2.92K Buy
75
+25
+50% +$981 ﹤0.01% 918
2023
Q1 		$2K Hold
50
– – ﹤0.01% 989
2022
Q4 		$2.1K Buy
+50
New +$1.96K ﹤0.01% 934

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's FE Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 27 shares — an estimated $923 sold.

Baker Avenue Asset Management first reported a position in FE in Q4 2022 and held it in 4 quarters. The position peaked at $2.92K in Q2 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 27 FirstEnergy shares in Q4 2023, an estimated $923.
  • Baker Avenue Asset Management first reported a position in FirstEnergy in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's FirstEnergy position peaked at $2.92K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.