ClearBridge Investments
FE icon

ClearBridge Investments’s FirstEnergy FE Stock Holding History

ClearBridge Investments’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
2018
Q3 		– Sell
-2,251
Closed -$81K – 1136
2018
Q2 		$81K Sell
2,251
-8
-0.4% -$274 ﹤0.01% 789
2018
Q1 		$77K Buy
2,259
+8
+0.4% +$257 ﹤0.01% 805
2017
Q4 		$69K Sell
2,251
-1,121
-33% -$36.4K ﹤0.01% 814
2017
Q3 		$104K Buy
3,372
+46
+1% +$1.45K ﹤0.01% 772
2017
Q2 		$97K Buy
3,326
+1,075
+48% +$31.9K ﹤0.01% 778
2017
Q1 		$72K Hold
2,251
– – ﹤0.01% 838
2016
Q4 		$70K Sell
2,251
-51
-2% -$1.63K ﹤0.01% 853
2016
Q3 		$76K Buy
2,302
+51
+2% +$1.73K ﹤0.01% 829
2016
Q2 		$79K Hold
2,251
– – ﹤0.01% 834
2016
Q1 		$81K Hold
2,251
– – ﹤0.01% 841
2015
Q4 		$71K Hold
2,251
– – ﹤0.01% 890
2015
Q3 		$70K Hold
2,251
– – ﹤0.01% 930
2015
Q2 		$73K Hold
2,251
– – ﹤0.01% 923
2015
Q1 		$79K Hold
2,251
– – ﹤0.01% 918
2014
Q4 		$88K Hold
2,251
– – ﹤0.01% 927
2014
Q3 		$76K Hold
2,251
– – ﹤0.01% 930
2014
Q2 		$78K Hold
2,251
– – ﹤0.01% 924
2014
Q1 		$77K Hold
2,251
– – ﹤0.01% 908
2013
Q4 		$74K Sell
2,251
-8,074
-78% -$284K ﹤0.01% 898
2013
Q3 		$376K Hold
10,325
– – ﹤0.01% 766
2013
Q2 		$386K Buy
+10,325
New +$434K ﹤0.01% 754

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments's FE Position: Q3 2018 in Review

ClearBridge Investments sold out of FirstEnergy (FE) in Q3 2018, closing a stake of 2,251 shares — an estimated $81K sold.

ClearBridge Investments first reported a position in FE in Q2 2013 and held it in 21 quarters. The position peaked at $386K in Q2 2013. 622 funds tracked by Wall St. Rank hold FE as of Q3 2018.

  • ClearBridge Investments reported no remaining FirstEnergy position as of Q3 2018 after selling out during the quarter.
  • ClearBridge Investments sold 2,251 FirstEnergy shares in Q3 2018, an estimated $81K.
  • ClearBridge Investments first reported a position in FirstEnergy in Q2 2013 and held it in 21 quarters.
  • ClearBridge Investments's FirstEnergy position peaked at $386K in Q2 2013.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2018.

Based on ClearBridge Investments's 13F filing for Q3 2018, filed 14 Nov 2018.