CSPIA
FE icon

Cary Street Partners Investment Advisory’s FirstEnergy FE Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-145
Closed -$4.96K – 1008
2023
Q3 		$4.96K Sell
145
-170
-54% -$6.33K ﹤0.01% 1480
2023
Q2 		$12.2K Hold
315
– – ﹤0.01% 1186
2023
Q1 		$12.6K Hold
315
– – ﹤0.01% 1086
2022
Q4 		$13.2K Buy
+315
New +$12.3K ﹤0.01% 1072

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cary Street Partners Investment Advisory's FE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 145 shares — an estimated $4.96K sold.

Cary Street Partners Investment Advisory first reported a position in FE in Q4 2022 and held it in 4 quarters. The position peaked at $13.2K in Q4 2022. 691 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 145 FirstEnergy shares in Q4 2023, an estimated $4.96K.
  • Cary Street Partners Investment Advisory first reported a position in FirstEnergy in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's FirstEnergy position peaked at $13.2K in Q4 2022.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.