FinTrust Capital Advisors’s FirstEnergy FE Stock Holding History

FinTrust Capital 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
2024 Q3	$35.8K	Buy	808 +80	+11%	+$3.37K	0.01%	672
2024 Q2	$27.9K	Buy	728 +65	+10%	+$2.52K	0.01%	689
2024 Q1	$25.6K	Buy	663 +610	+1,151%	+$22.8K	﹤0.01%	694
2023 Q4	$1.94K	Sell	53 -1,200	-96%	-$43.4K	﹤0.01%	1080
2023 Q3	$42.8K	Sell	1,253 -786	-39%	-$29.2K	0.01%	486
2023 Q2	$85.5K	Hold	2,039	–	–	0.02%	372
2023 Q1	$85.5K	Hold	2,039	–	–	0.02%	370
2022 Q4	$85.5K	Hold	2,039	–	–	0.02%	370
2022 Q3	$76K	Buy	2,039 +214	+12%	+$8.46K	0.02%	430
2022 Q2	$70K	Buy	1,825 +147	+9%	+$6.28K	0.02%	465
2022 Q1	$77K	Buy	+1,678	New	+$71K	0.02%	470
2020 Q3	–	Sell	-175	Closed	-$7K	–	1157
2020 Q2	$7K	Sell	175 -175	-50%	-$7.23K	﹤0.01%	780
2020 Q1	$14K	Hold	350	–	–	0.01%	697
2019 Q4	$17K	Hold	350	–	–	0.01%	667
2019 Q3	$17K	Sell	350 -130	-27%	-$5.88K	0.01%	674
2019 Q2	$21K	Buy	480 +110	+30%	+$4.62K	0.01%	594
2019 Q1	$16K	Hold	370	–	–	0.01%	659
2018 Q4	$13K	Buy	+370	New	+$14K	0.01%	695

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FinTrust Capital Advisors's FE Position: Q3 2024 in Review

FinTrust Capital Advisors increased its FirstEnergy (FE) stake by 11% in Q3 2024, buying an estimated $3.37K and bringing the position to 808 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #672.

FinTrust Capital Advisors first reported a position in FE in Q4 2018 and has held it in 18 quarters since. The position peaked at $85.5K in Q2 2023. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

FinTrust Capital Advisors held 808 shares of FirstEnergy worth $35.8K as of Q3 2024.
FinTrust Capital Advisors bought 80 FirstEnergy shares in Q3 2024, an estimated $3.37K.
FirstEnergy made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #672 holding.
FinTrust Capital Advisors first reported a position in FirstEnergy in Q4 2018 and has held it in 18 quarters since.
FinTrust Capital Advisors's FirstEnergy position peaked at $85.5K in Q2 2023.
774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.