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Future Financial Wealth Management’s FirstEnergy FE Stock Holding History

Future Financial 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
2024
Q2 		– Sell
-500
Closed -$19.3K – 218
2024
Q1 		$19.3K Buy
+500
New +$18.7K 0.01% 348
2022
Q2 		– Sell
-500
Closed -$23K – 231
2022
Q1 		$23K Hold
500
– – 0.02% 350
2021
Q4 		$21K Buy
+500
New +$19.3K 0.02% 372

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

Future Financial Wealth Management's FE Position: Q2 2024 in Review

Future Financial Wealth Management sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 500 shares — an estimated $19.3K sold.

Future Financial Wealth Management first reported a position in FE in Q4 2021 and held it in 3 quarters. The position peaked at $23K in Q1 2022. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Future Financial Wealth Management reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 500 FirstEnergy shares in Q2 2024, an estimated $19.3K.
  • Future Financial Wealth Management first reported a position in FirstEnergy in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's FirstEnergy position peaked at $23K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.