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Beach Point Capital Management’s FirstEnergy FE Stock Holding History

Beach Point Capital 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
2020
Q4 		– Sell
-476,812
Closed -$13.7M – 29
2020
Q3 		$13.7M Buy
+476,812
New +$15M 6.04% 4

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beach Point Capital Management's FE Position: Q4 2020 in Review

Beach Point Capital Management sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 476,812 shares — an estimated $13.7M sold.

Beach Point Capital Management first reported a position in FE in Q3 2020 and held it in 1 quarter. The position peaked at $13.7M in Q3 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Beach Point Capital Management reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Beach Point Capital Management sold 476,812 FirstEnergy shares in Q4 2020, an estimated $13.7M.
  • Beach Point Capital Management first reported a position in FirstEnergy in Q3 2020 and held it in 1 quarter.
  • Beach Point Capital Management's FirstEnergy position peaked at $13.7M in Q3 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Beach Point Capital Management's 13F filing for Q4 2020, filed 26 Jan 2021.