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DFPG Investments’s FirstEnergy FE Stock Holding History

DFPG 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
2023
Q4 		$860K Buy
22,781
+1,147
+5% +$41.5K 0.07% 263
2023
Q3 		$766K Sell
21,634
-1,491
-6% -$55.5K 0.07% 252
2023
Q2 		$906K Buy
23,125
+4,011
+21% +$157K 0.08% 249
2023
Q1 		$766K Buy
19,114
+298
+2% +$12K 0.08% 251
2022
Q4 		$806K Buy
+18,816
New +$736K 0.13% 177

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

DFPG Investments's FE Position: Q4 2023 in Review

DFPG Investments increased its FirstEnergy (FE) stake by 5.3% in Q4 2023, buying an estimated $41.5K and bringing the position to 22,781 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #263.

DFPG Investments first reported a position in FE in Q4 2022 and has held it in 5 quarters since. The position peaked at $906K in Q2 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • DFPG Investments held 22,781 shares of FirstEnergy worth $860K as of Q4 2023.
  • DFPG Investments bought 1,147 FirstEnergy shares in Q4 2023, an estimated $41.5K.
  • FirstEnergy made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #263 holding.
  • DFPG Investments first reported a position in FirstEnergy in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's FirstEnergy position peaked at $906K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.