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Capital Performance Advisors’s FirstEnergy FE Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-96
Closed -$4.26K – 1025
2024
Q3 		$4.26K Buy
+96
New +$4.04K ﹤0.01% 1180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Performance Advisors's FE Position: Q4 2024 in Review

Capital Performance Advisors sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 96 shares — an estimated $4.26K sold.

Capital Performance Advisors first reported a position in FE in Q3 2024 and held it in 1 quarter. The position peaked at $4.26K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Capital Performance Advisors reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 96 FirstEnergy shares in Q4 2024, an estimated $4.26K.
  • Capital Performance Advisors first reported a position in FirstEnergy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FirstEnergy position peaked at $4.26K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.