Cedar Wealth Management’s FirstEnergy FE Stock Holding History

Cedar 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 Q2	–	Sell	-7,150	Closed	-$276K	–	320
2024 Q1	$276K	Buy	7,150 +1,250	+21%	+$46.8K	0.09%	95
2023 Q4	$216K	Hold	5,900	–	–	0.08%	103
2023 Q3	$202K	Buy	5,900 +100	+2%	+$3.72K	0.08%	105
2023 Q2	$226K	Hold	5,800	–	–	0.09%	97
2023 Q1	$232K	Hold	5,800	–	–	0.1%	91
2022 Q4	$243K	Hold	5,800	–	–	0.12%	84
2022 Q3	$215K	Hold	5,800	–	–	0.11%	96
2022 Q2	$223K	Hold	5,800	–	–	0.1%	103
2022 Q1	$266K	Hold	5,800	–	–	0.11%	105
2021 Q4	$241K	Hold	5,800	–	–	0.1%	111
2021 Q3	$207K	Hold	5,800	–	–	0.09%	104
2021 Q2	$216K	Hold	5,800	–	–	0.1%	105
2021 Q1	$201K	Buy	+5,800	New	+$189K	0.1%	99

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cedar Wealth Management's FE Position: Q2 2024 in Review

Cedar Wealth Management sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 7,150 shares — an estimated $276K sold.

Cedar Wealth Management first reported a position in FE in Q1 2021 and held it in 13 quarters. The position peaked at $276K in Q1 2024. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

Cedar Wealth Management reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
Cedar Wealth Management sold 7,150 FirstEnergy shares in Q2 2024, an estimated $276K.
Cedar Wealth Management first reported a position in FirstEnergy in Q1 2021 and held it in 13 quarters.
Cedar Wealth Management's FirstEnergy position peaked at $276K in Q1 2024.
727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.