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Desjardins Global Asset Management’s FirstEnergy FE Stock Holding History

Desjardins Global 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
2023
Q4 		– Sell
-231
Closed -$7.9K – 673
2023
Q3 		$7.9K Sell
231
-2,127
-90% -$79.1K ﹤0.01% 653
2023
Q2 		$91.7K Buy
2,358
+959
+69% +$37.6K 0.01% 499
2023
Q1 		$56K Buy
+1,399
New +$56.5K 0.01% 516

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Desjardins Global Asset Management's FE Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 231 shares — an estimated $7.9K sold.

Desjardins Global Asset Management first reported a position in FE in Q1 2023 and held it in 3 quarters. The position peaked at $91.7K in Q2 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Desjardins Global Asset Management reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 231 FirstEnergy shares in Q4 2023, an estimated $7.9K.
  • Desjardins Global Asset Management first reported a position in FirstEnergy in Q1 2023 and held it in 3 quarters.
  • Desjardins Global Asset Management's FirstEnergy position peaked at $91.7K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.