BKM Wealth Management’s FirstEnergy FE Stock Holding History

BKM Wealth 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 Q1	–	Sell	-2,228	Closed	-$81.7K	–	315
2023 Q4	$81.7K	Buy	+2,228	New	+$80.7K	0.03%	216

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKM Wealth Management's FE Position: Q1 2024 in Review

BKM Wealth Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 2,228 shares — an estimated $81.7K sold.

BKM Wealth Management first reported a position in FE in Q4 2023 and held it in 1 quarter. The position peaked at $81.7K in Q4 2023. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

BKM Wealth Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 2,228 FirstEnergy shares in Q1 2024, an estimated $81.7K.
BKM Wealth Management first reported a position in FirstEnergy in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's FirstEnergy position peaked at $81.7K in Q4 2023.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.