Harvest Fund Management’s FirstEnergy FE Stock Holding History

Harvest Fund 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	-2,721	Closed	-$121K	–	767
2024 Q3	$121K	Buy	+2,721	New	+$115K	0.01%	401
2022 Q4	–	Sell	-2,161	Closed	-$80K	–	795
2022 Q3	$80K	Buy	2,161 +1,055	+95%	+$41.7K	0.02%	338
2022 Q2	$42K	Hold	1,106	–	–	0.01%	436
2022 Q1	$50K	Buy	+1,106	New	+$46.8K	0.01%	433
2020 Q3	–	Sell	-735	Closed	-$29K	–	556
2020 Q2	$29K	Sell	735 -3,597	-83%	-$149K	﹤0.01%	387
2020 Q1	$173K	Buy	4,332 +2,730	+170%	+$127K	0.02%	136
2019 Q4	$78K	Buy	1,602 +684	+75%	+$32.7K	0.01%	228
2019 Q3	$44K	Hold	918	–	–	0.01%	284
2019 Q2	$39K	Buy	+918	New	+$38.6K	﹤0.01%	325
2017 Q2	–	Sell	-1,017	Closed	-$32K	–	216
2017 Q1	$32K	Hold	1,017	–	–	0.01%	183
2016 Q4	$31K	Buy	+1,017	New	+$32.6K	0.01%	190

Other funds holding FE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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