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Cresset Asset Management’s FirstEnergy FE Stock Holding History

Cresset 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
2024
Q4 		– Sell
-22,507
Closed -$998K – 1914
2024
Q3 		$998K Buy
22,507
+3,079
+16% +$130K ﹤0.01% 1165
2024
Q2 		$744K Buy
19,428
+1,498
+8% +$58.1K ﹤0.01% 1235
2024
Q1 		$692K Sell
17,930
-659
-4% -$24.7K ﹤0.01% 1175
2023
Q4 		$681K Buy
18,589
+4,497
+32% +$163K ﹤0.01% 1063
2023
Q3 		$482K Sell
14,092
-466
-3% -$17.3K ﹤0.01% 1200
2023
Q2 		$566K Buy
+14,558
New +$571K ﹤0.01% 1218
2022
Q2 		– Sell
-6,806
Closed -$313K – 996
2022
Q1 		$313K Sell
6,806
-600
-8% -$25.4K ﹤0.01% 762
2021
Q4 		$308K Buy
+7,406
New +$286K ﹤0.01% 878
2020
Q3 		– Sell
-19,718
Closed -$765K – 722
2020
Q2 		$765K Buy
19,718
+10,653
+118% +$440K 0.02% 255
2020
Q1 		$363K Buy
+9,065
New +$421K 0.01% 345
2019
Q2 		– Sell
-683
Closed -$28K – 875
2019
Q1 		$28K Buy
683
+94
+16% +$3.73K ﹤0.01% 943
2018
Q4 		$22K Buy
+589
New +$22.3K ﹤0.01% 686

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

Cresset Asset Management's FE Position: Q4 2024 in Review

Cresset Asset Management sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 22,507 shares — an estimated $998K sold.

Cresset Asset Management first reported a position in FE in Q4 2018 and held it in 12 quarters. The position peaked at $998K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Cresset Asset Management reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 22,507 FirstEnergy shares in Q4 2024, an estimated $998K.
  • Cresset Asset Management first reported a position in FirstEnergy in Q4 2018 and held it in 12 quarters.
  • Cresset Asset Management's FirstEnergy position peaked at $998K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.