Householder Group Estate & Retirement Specialist’s FirstEnergy FE Stock Holding History

Householder Group Estate & Retirement Specialist’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	-200	Closed	-$8K	–	753
2024 Q3	$8K	Sell	200 -500	-71%	-$21K	﹤0.01%	849
2024 Q2	$26K	Hold	700	–	–	0.01%	615
2024 Q1	$27K	Sell	700 -45	-6%	-$1.68K	0.01%	598
2023 Q4	$27K	Hold	745	–	–	0.01%	573
2023 Q3	$25.5K	Buy	+745	New	+$27.7K	0.01%	584
2023 Q1	$30K	Buy	+745	New	+$30.1K	0.01%	545
2022 Q4	–	Sell	-745	Closed	-$27K	–	561
2022 Q3	$27K	Buy	+745	New	+$29.4K	0.01%	514

Other funds holding FE

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 200 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in FE in Q3 2022 and held it in 7 quarters. The position peaked at $30K in Q1 2023. 802 funds tracked by Wall St. Rank hold FE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 200 FirstEnergy shares in Q4 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in FirstEnergy in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's FirstEnergy position peaked at $30K in Q1 2023.
802 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.