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BTG Pactual Global Asset Management’s FirstEnergy FE Stock Holding History

BTG Pactual Global 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
2024
Q1 		– Sell
-94,138
Closed -$3.45M – 148
2023
Q4 		$3.45M Sell
94,138
-36,293
-28% -$1.31M 1.33% 22
2023
Q3 		$4.46M Buy
130,431
+82,333
+171% +$3.06M 1.01% 24
2023
Q2 		$1.87M Buy
48,098
+12,774
+36% +$501K 0.4% 56
2023
Q1 		$1.42M Buy
+35,324
New +$1.43M 0.54% 29

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTG Pactual Global Asset Management's FE Position: Q1 2024 in Review

BTG Pactual Global Asset Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 94,138 shares — an estimated $3.45M sold.

BTG Pactual Global Asset Management first reported a position in FE in Q1 2023 and held it in 4 quarters. The position peaked at $4.46M in Q3 2023. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • BTG Pactual Global Asset Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 94,138 FirstEnergy shares in Q1 2024, an estimated $3.45M.
  • BTG Pactual Global Asset Management first reported a position in FirstEnergy in Q1 2023 and held it in 4 quarters.
  • BTG Pactual Global Asset Management's FirstEnergy position peaked at $4.46M in Q3 2023.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.