CA
FE icon

Cetera Advisors’s FirstEnergy FE Stock Holding History

Cetera 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
Q1 		$852K Buy
22,052
+3,627
+20% +$136K 0.01% 1235
2023
Q4 		$675K Sell
18,425
-27
-0.1% -$977 0.01% 962
2023
Q3 		$631K Buy
18,452
+793
+4% +$29.5K 0.01% 935
2023
Q2 		$687K Sell
17,659
-1,113
-6% -$43.7K 0.01% 886
2023
Q1 		$752K Buy
18,772
+1,825
+11% +$73.7K 0.01% 816
2022
Q4 		$711K Buy
16,947
+3,888
+30% +$152K 0.01% 809
2022
Q3 		$483K Sell
13,059
-780
-6% -$30.8K 0.01% 793
2022
Q2 		$531K Buy
13,839
+3,196
+30% +$136K 0.01% 813
2022
Q1 		$488K Buy
10,643
+353
+3% +$14.9K 0.01% 888
2021
Q4 		$428K Buy
10,290
+96
+0.9% +$3.7K 0.01% 953
2021
Q3 		$363K Sell
10,194
-895
-8% -$34K 0.01% 1008
2021
Q2 		$413K Buy
11,089
+936
+9% +$34.8K 0.01% 907
2021
Q1 		$352K Buy
+10,153
New +$332K 0.01% 879
2020
Q4 		– Sell
-7,612
Closed -$219K – 1045
2020
Q3 		$219K Buy
+7,612
New +$239K 0.01% 851
2020
Q1 		– Sell
-4,509
Closed -$220K – 858
2019
Q4 		$220K Sell
4,509
-1,219
-21% -$58.3K 0.01% 828
2019
Q3 		$277K Sell
5,728
-610
-10% -$27.6K 0.01% 712
2019
Q2 		$272K Sell
6,338
-9,671
-60% -$406K 0.01% 735
2019
Q1 		$668K Sell
16,009
-863
-5% -$34.3K 0.03% 415
2018
Q4 		$637K Sell
16,872
-802
-5% -$30.4K 0.04% 416
2018
Q3 		$658K Buy
+17,674
New +$646K 0.03% 467
2016
Q2 		– Sell
-6,273
Closed -$225K – 794
2016
Q1 		$225K Buy
+6,273
New +$211K 0.02% 604

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Advisors's FE Position: Q1 2024 in Review

Cetera Advisors increased its FirstEnergy (FE) stake by 20% in Q1 2024, buying an estimated $136K and bringing the position to 22,052 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #1235.

Cetera Advisors first reported a position in FE in Q1 2016 and has held it in 21 quarters since. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • Cetera Advisors held 22,052 shares of FirstEnergy worth $852K as of Q1 2024.
  • Cetera Advisors bought 3,627 FirstEnergy shares in Q1 2024, an estimated $136K.
  • FirstEnergy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1235 holding.
  • Cetera Advisors first reported a position in FirstEnergy in Q1 2016 and has held it in 21 quarters since.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.