First Pacific Advisors’s FirstEnergy FE Stock Holding History

First Pacific 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	–	Sell	-3,557,667	Closed	-$136M	–	65
2024 Q2	$136M	Buy	3,557,667 +69,512	+2%	+$2.7M	1.84%	20
2024 Q1	$135M	Buy	3,488,155 +6,897	+0.2%	+$258K	1.89%	20
2023 Q4	$128M	Buy	3,481,258 +45,350	+1%	+$1.64M	1.91%	20
2023 Q3	$117M	Sell	3,435,908 -33,842	-1%	-$1.26M	1.84%	20
2023 Q2	$135M	Sell	3,469,750 -100,744	-3%	-$3.95M	1.97%	20
2023 Q1	$143M	Sell	3,570,494 -42,051	-1%	-$1.7M	2.22%	20
2022 Q4	$152M	Sell	3,612,545 -18,594	-0.5%	-$727K	2.32%	17
2022 Q3	$134M	Buy	3,631,139 +27,648	+0.8%	+$1.09M	2.13%	18
2022 Q2	$138M	Sell	3,603,491 -789,437	-18%	-$33.7M	2.05%	18
2022 Q1	$201M	Buy	4,392,928 +31,602	+0.7%	+$1.34M	2.59%	15
2021 Q4	$181M	Buy	4,361,326 +95,027	+2%	+$3.66M	2.25%	17
2021 Q3	$152M	Buy	4,266,299 +100,537	+2%	+$3.82M	1.97%	18
2021 Q2	$155M	Sell	4,165,762 -10,687	-0.3%	-$397K	1.94%	18
2021 Q1	$145M	Sell	4,176,449 -41,410	-1%	-$1.35M	1.97%	22
2020 Q4	$129M	Buy	+4,217,859	New	+$126M	1.66%	23

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