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 $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

T. Rowe Price Associates

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 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