HVP
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Hudson Value Partners’s FirstEnergy FE Stock Holding History

Hudson Value 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
2023
Q4 		– Sell
-64,932
Closed -$2.22M – 99
2023
Q3 		$2.22M Sell
64,932
-182
-0.3% -$6.77K 1.17% 31
2023
Q2 		$2.53M Buy
65,114
+2,668
+4% +$105K 1.29% 27
2023
Q1 		$2.5M Sell
62,446
-1,320
-2% -$53.3K 1.42% 25
2022
Q4 		$2.67M Sell
63,766
-4,887
-7% -$191K 1.64% 23
2022
Q3 		$2.54M Sell
68,653
-6,978
-9% -$276K 1.71% 20
2022
Q2 		$2.9M Sell
75,631
-468
-0.6% -$20K 1.84% 19
2022
Q1 		$3.49M Buy
76,099
+1,014
+1% +$42.9K 1.8% 16
2021
Q4 		$3.12M Buy
75,085
+4,604
+7% +$178K 1.51% 23
2021
Q3 		$2.51M Buy
70,481
+1,901
+3% +$72.1K 1.38% 25
2021
Q2 		$2.55M Buy
68,580
+61,530
+873% +$2.29M 1.41% 24
2021
Q1 		$245K Buy
+7,050
New +$230K 0.15% 100

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hudson Value Partners's FE Position: Q4 2023 in Review

Hudson Value Partners sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 64,932 shares — an estimated $2.22M sold.

Hudson Value Partners first reported a position in FE in Q1 2021 and held it in 11 quarters. The position peaked at $3.49M in Q1 2022. 691 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Hudson Value Partners reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Hudson Value Partners sold 64,932 FirstEnergy shares in Q4 2023, an estimated $2.22M.
  • Hudson Value Partners first reported a position in FirstEnergy in Q1 2021 and held it in 11 quarters.
  • Hudson Value Partners's FirstEnergy position peaked at $3.49M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Hudson Value Partners's 13F filing for Q4 2023, filed 12 Feb 2024.