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Institute for Wealth Management’s FuelCell Energy FCEL Stock Holding History

Institute for Wealth Management’s Portfolio FCEL Stock Details FCEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,512
Closed -$62.8K – 531
2024
Q3 		$62.8K Hold
5,512
– – 0.01% 546
2024
Q2 		$106K Hold
5,512
– – 0.01% 499
2024
Q1 		$197K Sell
5,512
-1,620
-23% -$59.8K 0.03% 492
2023
Q4 		$342K Buy
+7,132
New +$273K 0.06% 345

Other funds holding FCEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's FCEL Position: Q4 2024 in Review

Institute for Wealth Management sold out of FuelCell Energy (FCEL) in Q4 2024, closing a stake of 5,512 shares — an estimated $62.8K sold.

Institute for Wealth Management first reported a position in FCEL in Q4 2023 and held it in 4 quarters. The position peaked at $342K in Q4 2023. 108 funds tracked by Wall St. Rank hold FCEL as of Q4 2024.

  • Institute for Wealth Management reported no remaining FuelCell Energy position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 5,512 FuelCell Energy shares in Q4 2024, an estimated $62.8K.
  • Institute for Wealth Management first reported a position in FuelCell Energy in Q4 2023 and held it in 4 quarters.
  • Institute for Wealth Management's FuelCell Energy position peaked at $342K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held FuelCell Energy as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.