First Personal Financial Services’s FirstEnergy FE Stock Holding History

First Personal Financial Services’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	$22.3K	Buy	503 +3	+0.6%	+$126	﹤0.01%	257
2024 Q2	$19.1K	Hold	500	–	–	﹤0.01%	242
2024 Q1	$19.3K	Buy	500 +200	+67%	+$7.48K	﹤0.01%	241
2023 Q4	$11K	Hold	300	–	–	﹤0.01%	298
2023 Q3	$10.3K	Hold	300	–	–	﹤0.01%	304
2023 Q2	$11.7K	Hold	300	–	–	﹤0.01%	297
2023 Q1	$12K	Hold	300	–	–	﹤0.01%	312
2022 Q4	$12.6K	Hold	300	–	–	﹤0.01%	313
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	329
2022 Q2	$12K	Hold	300	–	–	﹤0.01%	271
2022 Q1	$14K	Hold	300	–	–	﹤0.01%	274
2021 Q4	$12K	Hold	300	–	–	﹤0.01%	278
2021 Q3	$11K	Hold	300	–	–	﹤0.01%	282
2021 Q2	$11K	Hold	300	–	–	﹤0.01%	286
2021 Q1	$10K	Buy	+300	New	+$9.8K	﹤0.01%	275
2020 Q1	–	Sell	-27	Closed	-$1K	–	379
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	431
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	468
2019 Q2	$1K	Sell	27 -63	-70%	-$2.65K	﹤0.01%	717
2019 Q1	$4K	Buy	+90	New	+$3.58K	﹤0.01%	617
2017 Q2	–	Sell	-250	Closed	-$8K	–	863
2017 Q1	$8K	Buy	+250	New	+$7.71K	﹤0.01%	748
2016 Q4	–	Sell	-626	Closed	-$21K	–	920
2016 Q3	$21K	Hold	626	–	–	0.01%	425
2016 Q2	$22K	Buy	+626	New	+$21.2K	0.01%	404

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

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

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

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

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

First Personal Financial Services's FE Position: Q3 2024 in Review

First Personal Financial Services increased its FirstEnergy (FE) stake by 0.6% in Q3 2024, buying an estimated $126 and bringing the position to 503 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

First Personal Financial Services first reported a position in FE in Q2 2016 and has held it in 22 quarters since. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

First Personal Financial Services held 503 shares of FirstEnergy worth $22.3K as of Q3 2024.
First Personal Financial Services bought 3 FirstEnergy shares in Q3 2024, an estimated $126.
FirstEnergy made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #257 holding.
First Personal Financial Services first reported a position in FirstEnergy in Q2 2016 and has held it in 22 quarters since.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.