EARNEST Partners’s FirstEnergy FE Stock Holding History

EARNEST Partners’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	-392	Closed	-$13.4K	–	569
2023 Q3	$13.4K	Hold	392	–	–	﹤0.01%	567
2023 Q2	$15.2K	Hold	392	–	–	﹤0.01%	540
2023 Q1	$15.7K	Hold	392	–	–	﹤0.01%	523
2022 Q4	$16.4K	Hold	392	–	–	﹤0.01%	517
2022 Q3	$15K	Hold	392	–	–	﹤0.01%	504
2022 Q2	$15K	Hold	392	–	–	﹤0.01%	508
2022 Q1	$18K	Hold	392	–	–	﹤0.01%	508
2021 Q4	$16K	Buy	+392	New	+$15.1K	﹤0.01%	556
2020 Q2	–	Sell	-424	Closed	-$17K	–	1168
2020 Q1	$17K	Hold	424	–	–	﹤0.01%	406
2019 Q4	$21K	Buy	+424	New	+$20.3K	﹤0.01%	441
2019 Q2	–	Sell	-288	Closed	-$12K	–	1180
2019 Q1	$12K	Hold	288	–	–	﹤0.01%	526
2018 Q4	$11K	Hold	288	–	–	﹤0.01%	514
2018 Q3	$11K	Hold	288	–	–	﹤0.01%	557
2018 Q2	$10K	Hold	288	–	–	﹤0.01%	573
2018 Q1	$10K	Hold	288	–	–	﹤0.01%	561
2017 Q4	$9K	Buy	+288	New	+$9.36K	﹤0.01%	579
2017 Q1	–	Sell	-288	Closed	-$9K	–	466
2016 Q4	$9K	Buy	+288	New	+$9.22K	﹤0.01%	547

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners's FE Position: Q4 2023 in Review

EARNEST Partners sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 392 shares — an estimated $13.4K sold.

EARNEST Partners first reported a position in FE in Q4 2016 and held it in 17 quarters. The position peaked at $21K in Q4 2019. 691 funds tracked by Wall St. Rank hold FE as of Q4 2023.

EARNEST Partners reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 392 FirstEnergy shares in Q4 2023, an estimated $13.4K.
EARNEST Partners first reported a position in FirstEnergy in Q4 2016 and held it in 17 quarters.
EARNEST Partners's FirstEnergy position peaked at $21K in Q4 2019.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.