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Gilliland Jeter Wealth Management’s FirstEnergy FE Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-1,330
Closed -$59K – 330
2024
Q3 		$59K Hold
1,330
– – 0.02% 284
2024
Q2 		$50.9K Hold
1,330
– – 0.02% 289
2024
Q1 		$51.4K Buy
+1,330
New +$49.8K 0.02% 287

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gilliland Jeter Wealth Management's FE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 1,330 shares — an estimated $59K sold.

Gilliland Jeter Wealth Management first reported a position in FE in Q1 2024 and held it in 3 quarters. The position peaked at $59K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,330 FirstEnergy shares in Q4 2024, an estimated $59K.
  • Gilliland Jeter Wealth Management first reported a position in FirstEnergy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's FirstEnergy position peaked at $59K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.