Focused Wealth Management’s FirstEnergy FE Stock Holding History

Focused Wealth Management’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
2022 Q4	–	Sell	-13,000	Closed	-$1K	–	1121
2022 Q3	$1K	Buy	+13,000	New	+$514K	﹤0.01%	837

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focused Wealth Management's FE Position: Q1 2024 in Review

Focused Wealth Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 2,930 shares — an estimated $107K sold.

Focused Wealth Management first reported a position in FE in Q3 2013 and held it in 42 quarters. The position peaked at $132K in Q1 2022. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

Focused Wealth Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 2,930 FirstEnergy shares in Q1 2024, an estimated $107K.
Focused Wealth Management first reported a position in FirstEnergy in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's FirstEnergy position peaked at $132K in Q1 2022.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.