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

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

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

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

T. Rowe Price Associates

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

Geode Capital Management

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

Boston Partners

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