Capital Research Global Investors
FE icon

Capital Research Global Investors’s FirstEnergy FE Stock Holding History

Capital Research Global Investors’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
2016
Q4 		– Sell
-1,366,500
Closed -$45.2M – 433
2016
Q3 		$45.2M Hold
1,366,500
– – 0.01% 333
2016
Q2 		$47.7M Hold
1,366,500
– – 0.02% 329
2016
Q1 		$49.2M Sell
1,366,500
-4,688,500
-77% -$158M 0.02% 330
2015
Q4 		$192M Hold
6,055,000
– – 0.07% 224
2015
Q3 		$190M Sell
6,055,000
-6,964,276
-53% -$228M 0.07% 232
2015
Q2 		$424M Sell
13,019,276
-6,826,825
-34% -$239M 0.14% 161
2015
Q1 		$696M Sell
19,846,101
-13,026,084
-40% -$487M 0.24% 107
2014
Q4 		$1.28B Buy
32,872,185
+595,000
+2% +$21.8M 0.44% 60
2014
Q3 		$1.08B Buy
32,277,185
+4,117,195
+15% +$136M 0.38% 70
2014
Q2 		$978M Sell
28,159,990
-4,045,000
-13% -$136M 0.34% 77
2014
Q1 		$1.1B Sell
32,204,990
-834,785
-3% -$26.4M 0.4% 71
2013
Q4 		$1.09B Sell
33,039,775
-1,555,350
-4% -$54.8M 0.4% 71
2013
Q3 		$1.26B Hold
34,595,125
– – 0.5% 53
2013
Q2 		$1.29B Buy
+34,595,125
New +$1.46B 0.55% 48

Other funds holding FE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Capital Research Global Investors's FE Position: Q4 2016 in Review

Capital Research Global Investors sold out of FirstEnergy (FE) in Q4 2016, closing a stake of 1,366,500 shares — an estimated $45.2M sold.

Capital Research Global Investors first reported a position in FE in Q2 2013 and held it in 14 quarters. The position peaked at $1.29B in Q2 2013. 548 funds tracked by Wall St. Rank hold FE as of Q4 2016.

  • Capital Research Global Investors reported no remaining FirstEnergy position as of Q4 2016 after selling out during the quarter.
  • Capital Research Global Investors sold 1,366,500 FirstEnergy shares in Q4 2016, an estimated $45.2M.
  • Capital Research Global Investors first reported a position in FirstEnergy in Q2 2013 and held it in 14 quarters.
  • Capital Research Global Investors's FirstEnergy position peaked at $1.29B in Q2 2013.
  • 548 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2016.

Based on Capital Research Global Investors's 13F filing for Q4 2016, filed 15 Feb 2017.