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Ecofin Advisors’s FirstEnergy FE Stock Holding History

Ecofin 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
2020
Q4 		$2.23M Sell
72,968
-125,711
-63% -$3.77M 0.94% 25
2020
Q3 		$5.7M Buy
198,679
+49,308
+33% +$1.55M 2.76% 12
2020
Q2 		$5.79M Buy
+149,371
New +$6.17M 3.17% 11

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ecofin Advisors's FE Position: Q4 2020 in Review

Ecofin Advisors reduced its FirstEnergy (FE) stake by 63% in Q4 2020, selling an estimated $3.77M and leaving 72,968 shares worth $2.23M. The position accounts for 0.94% of the portfolio, ranked #25.

Ecofin Advisors first reported a position in FE in Q2 2020 and has held it in 3 quarters since. The position peaked at $5.79M in Q2 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Ecofin Advisors held 72,968 shares of FirstEnergy worth $2.23M as of Q4 2020.
  • Ecofin Advisors sold 125,711 FirstEnergy shares in Q4 2020, an estimated $3.77M.
  • FirstEnergy made up 0.94% of Ecofin Advisors's portfolio in Q4 2020, its #25 holding.
  • Ecofin Advisors first reported a position in FirstEnergy in Q2 2020 and has held it in 3 quarters since.
  • Ecofin Advisors's FirstEnergy position peaked at $5.79M in Q2 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.