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Coppell Advisory Solutions’s FirstEnergy FE Stock Holding History

Coppell Advisory Solutions’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
-16
Closed -$705 – 2020
2024
Q3 		$705 Buy
+16
New +$673 ﹤0.01% 1620
2023
Q4 		$1.36K Sell
37
-1,868
-98% -$67.6K ﹤0.01% 1364
2023
Q3 		$79.9K Buy
+1,905
New +$70.9K 0.03% 234
2023
Q1 		– Sell
-1,905
Closed -$79.9K – 500
2022
Q4 		$79.9K Buy
+1,905
New +$74.5K 0.03% 238

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

Coppell Advisory Solutions's FE Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 16 shares — an estimated $705 sold.

Coppell Advisory Solutions first reported a position in FE in Q4 2022 and held it in 4 quarters. The position peaked at $79.9K in Q3 2023. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 16 FirstEnergy shares in Q4 2024, an estimated $705.
  • Coppell Advisory Solutions first reported a position in FirstEnergy in Q4 2022 and held it in 4 quarters.
  • Coppell Advisory Solutions's FirstEnergy position peaked at $79.9K in Q3 2023.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.