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Cassady Schiller Wealth Management’s FirstEnergy FE Stock Holding History

Cassady Schiller 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
Q4 		$119 Buy
+3
New +$125 ﹤0.01% 1094
2022
Q1 		– Sell
-10
Closed – – 279
2021
Q4 		$0 Buy
+10
New +$386 ﹤0.01% 582

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

Cassady Schiller Wealth Management's FE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in FirstEnergy (FE) in Q4 2024: 3 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FE in Q4 2021 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of FirstEnergy worth $119 as of Q4 2024.
  • FirstEnergy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • FirstEnergy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1094 holding.
  • Cassady Schiller Wealth Management first reported a position in FirstEnergy in Q4 2021 and has held it in 2 quarters since.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.