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Clear Point Advisors’s FirstEnergy FE Stock Holding History

Clear Point 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
Q4 		– Sell
-56
Closed -$2.5K – 251
2024
Q3 		$2.5K Hold
56
– – ﹤0.01% 433
2024
Q2 		$2.14K Buy
56
+1
+2% +$39 ﹤0.01% 437
2024
Q1 		$2.14K Hold
55
– – ﹤0.01% 435
2023
Q4 		$2.01K Buy
+55
New +$1.99K ﹤0.01% 423

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

Clear Point Advisors's FE Position: Q4 2024 in Review

Clear Point Advisors sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 56 shares — an estimated $2.5K sold.

Clear Point Advisors first reported a position in FE in Q4 2023 and held it in 4 quarters. The position peaked at $2.5K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Clear Point Advisors reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 56 FirstEnergy shares in Q4 2024, an estimated $2.5K.
  • Clear Point Advisors first reported a position in FirstEnergy in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FirstEnergy position peaked at $2.5K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.