Echo Street Capital Management’s FirstEnergy FE Stock Holding History

Echo Street Capital 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 Q2	–	Sell	-9,397	Closed	-$376K	–	505
2023 Q1	$376K	Buy	+9,397	New	+$380K	﹤0.01%	328
2022 Q3	–	Sell	-23,467	Closed	-$901K	–	603
2022 Q2	$901K	Buy	23,467 +12,135	+107%	+$518K	0.01%	183
2022 Q1	$520K	Sell	11,332 -8,028	-41%	-$340K	﹤0.01%	390
2021 Q4	$805K	Buy	19,360 +7,288	+60%	+$281K	0.01%	300
2021 Q3	$430K	Buy	+12,072	New	+$458K	﹤0.01%	455
2021 Q1	–	Sell	-15,927	Closed	-$488K	–	541
2020 Q4	$488K	Buy	+15,927	New	+$477K	﹤0.01%	258

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Echo Street Capital Management's FE Position: Q2 2023 in Review

Echo Street Capital Management sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 9,397 shares — an estimated $376K sold.

Echo Street Capital Management first reported a position in FE in Q4 2020 and held it in 6 quarters. The position peaked at $901K in Q2 2022. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

Echo Street Capital Management reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 9,397 FirstEnergy shares in Q2 2023, an estimated $376K.
Echo Street Capital Management first reported a position in FirstEnergy in Q4 2020 and held it in 6 quarters.
Echo Street Capital Management's FirstEnergy position peaked at $901K in Q2 2022.
681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.