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Girard Partners’s FirstEnergy FE Stock Holding History

Girard Partners’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 		$217K Hold
5,680
– – 0.02% 247
2024
Q1 		$219K Buy
+5,680
New +$212K 0.02% 252
2018
Q4 		– Sell
-482
Closed -$17K – 420
2018
Q3 		$17K Buy
+482
New +$17.6K ﹤0.01% 630

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

Girard Partners's FE Position: Q2 2024 in Review

Girard Partners held its FirstEnergy (FE) position steady in Q2 2024 at 5,680 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #247.

Girard Partners first reported a position in FE in Q3 2018 and has held it in 3 quarters since. The position peaked at $219K in Q1 2024. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Girard Partners held 5,680 shares of FirstEnergy worth $217K as of Q2 2024.
  • Girard Partners left its FirstEnergy share count unchanged in Q2 2024.
  • FirstEnergy made up 0.02% of Girard Partners's portfolio in Q2 2024, its #247 holding.
  • Girard Partners first reported a position in FirstEnergy in Q3 2018 and has held it in 3 quarters since.
  • Girard Partners's FirstEnergy position peaked at $219K in Q1 2024.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.