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Crewe Advisors’s FirstEnergy FE Stock Holding History

Crewe 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
Q3 		– Sell
-1,384
Closed -$53K – 813
2024
Q2 		$53K Buy
+1,384
New +$53.7K 0.01% 361
2023
Q3 		– Sell
-4
Closed -$156 – 702
2023
Q2 		$156 Buy
+4
New +$157 ﹤0.01% 761
2023
Q1 		– Sell
-91
Closed -$3.82K – 890
2022
Q4 		$3.82K Sell
91
-689
-88% -$26.9K ﹤0.01% 726
2022
Q3 		$29K Buy
780
+493
+172% +$19.5K 0.01% 395
2022
Q2 		$11K Buy
+287
New +$12.3K ﹤0.01% 565

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crewe Advisors's FE Position: Q3 2024 in Review

Crewe Advisors sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 1,384 shares — an estimated $53K sold.

Crewe Advisors first reported a position in FE in Q2 2022 and held it in 5 quarters. The position peaked at $53K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Crewe Advisors reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 1,384 FirstEnergy shares in Q3 2024, an estimated $53K.
  • Crewe Advisors first reported a position in FirstEnergy in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's FirstEnergy position peaked at $53K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.