Beaumont Asset Management’s FirstEnergy FE Stock Holding History

Beaumont 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 Q3	–	Sell	-5,642	Closed	-$219K	–	65
2023 Q2	$219K	Sell	5,642 -6,593	-54%	-$259K	0.17%	65
2023 Q1	$490K	Sell	12,235 -653	-5%	-$26.4K	0.36%	56
2022 Q4	$541K	Buy	12,888 +51	+0.4%	+$1.99K	0.4%	44
2022 Q3	$474K	Buy	+12,837	New	+$507K	0.38%	45

Other funds holding FE

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

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

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

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

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Beaumont Asset Management's FE Position: Q3 2023 in Review

Beaumont Asset Management sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 5,642 shares — an estimated $219K sold.

Beaumont Asset Management first reported a position in FE in Q3 2022 and held it in 4 quarters. The position peaked at $541K in Q4 2022. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

Beaumont Asset Management reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
Beaumont Asset Management sold 5,642 FirstEnergy shares in Q3 2023, an estimated $219K.
Beaumont Asset Management first reported a position in FirstEnergy in Q3 2022 and held it in 4 quarters.
Beaumont Asset Management's FirstEnergy position peaked at $541K in Q4 2022.
663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Beaumont Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.