FW
FE icon

FirstPurpose Wealth’s FirstEnergy FE Stock Holding History

FirstPurpose Wealth’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
Q1 		$323K Buy
8,545
+72
+0.8% +$2.69K 0.12% 154
2023
Q4 		$311K Buy
8,473
+726
+9% +$26.3K 0.12% 151
2023
Q3 		$265K Buy
7,747
+151
+2% +$5.62K 0.11% 156
2023
Q2 		$295K Buy
7,596
+988
+15% +$38.8K 0.13% 145
2023
Q1 		$265K Sell
6,608
-105
-2% -$4.24K 0.13% 142
2022
Q4 		$282K Buy
6,713
+424
+7% +$16.6K 0.16% 125
2022
Q3 		$233K Buy
+6,289
New +$249K 0.15% 125
2022
Q2 		– Sell
-4,799
Closed -$220K – 146
2022
Q1 		$220K Buy
+4,799
New +$203K 0.17% 120

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FirstPurpose Wealth's FE Position: Q1 2024 in Review

FirstPurpose Wealth increased its FirstEnergy (FE) stake by 0.85% in Q1 2024, buying an estimated $2.69K and bringing the position to 8,545 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #154.

FirstPurpose Wealth first reported a position in FE in Q1 2022 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • FirstPurpose Wealth held 8,545 shares of FirstEnergy worth $323K as of Q1 2024.
  • FirstPurpose Wealth bought 72 FirstEnergy shares in Q1 2024, an estimated $2.69K.
  • FirstEnergy made up 0.12% of FirstPurpose Wealth's portfolio in Q1 2024, its #154 holding.
  • FirstPurpose Wealth first reported a position in FirstEnergy in Q1 2022 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.