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Clear Harbor Asset Management’s FirstEnergy FE Stock Holding History

Clear Harbor Asset 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
2021
Q4 		– Sell
-2,500
Closed -$89M – 424
2021
Q3 		$89M Buy
+2,500
New +$94.9K 1.65% 12

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Harbor Asset Management's FE Position: Q2 2023 in Review

Clear Harbor Asset Management sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 12,456 shares — an estimated $499K sold.

Clear Harbor Asset Management first reported a position in FE in Q1 2021 and held it in 9 quarters. The position peaked at $588K in Q1 2022. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

  • Clear Harbor Asset Management reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
  • Clear Harbor Asset Management sold 12,456 FirstEnergy shares in Q2 2023, an estimated $499K.
  • Clear Harbor Asset Management first reported a position in FirstEnergy in Q1 2021 and held it in 9 quarters.
  • Clear Harbor Asset Management's FirstEnergy position peaked at $588K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Clear Harbor Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.