Evermay Wealth Management’s FirstEnergy FE Stock Holding History

Evermay Wealth 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
2024 Q4	–	Sell	-43	Closed	-$1.91K	–	590
2024 Q3	$1.91K	Hold	43	–	–	﹤0.01%	546
2024 Q2	$1.65K	Hold	43	–	–	﹤0.01%	549
2024 Q1	$1.66K	Hold	43	–	–	﹤0.01%	548
2023 Q4	$1.58K	Hold	43	–	–	﹤0.01%	530
2023 Q3	$1.47K	Hold	43	–	–	﹤0.01%	514
2023 Q2	$1.67K	Buy	+43	New	+$1.69K	﹤0.01%	497

Other funds holding FE

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evermay Wealth Management's FE Position: Q4 2024 in Review

Evermay Wealth Management sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 43 shares — an estimated $1.91K sold.

Evermay Wealth Management first reported a position in FE in Q2 2023 and held it in 6 quarters. The position peaked at $1.91K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

Evermay Wealth Management reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 43 FirstEnergy shares in Q4 2024, an estimated $1.91K.
Evermay Wealth Management first reported a position in FirstEnergy in Q2 2023 and held it in 6 quarters.
Evermay Wealth Management's FirstEnergy position peaked at $1.91K in Q3 2024.
801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.