Institutional & Family Asset Management’s FirstEnergy FE Stock Holding History

Institutional & Family Asset 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 Q2	$2.3K	Hold	60	–	–	﹤0.01%	564
2024 Q1	$2.32K	Hold	60	–	–	﹤0.01%	568
2023 Q4	$2.2K	Hold	60	–	–	﹤0.01%	556
2023 Q3	$2.05K	Hold	60	–	–	﹤0.01%	549
2023 Q2	$2.33K	Hold	60	–	–	﹤0.01%	556
2023 Q1	$2.4K	Hold	60	–	–	﹤0.01%	550
2022 Q4	$2.52K	Hold	60	–	–	﹤0.01%	540
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	583
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	597
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	609
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	661
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	771
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	818
2021 Q1	$2K	Buy	+60	New	+$1.96K	﹤0.01%	790

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's FE Position: Q2 2024 in Review

Institutional & Family Asset Management held its FirstEnergy (FE) position steady in Q2 2024 at 60 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Institutional & Family Asset Management first reported a position in FE in Q1 2021 and has held it in 14 quarters since. The position peaked at $3K in Q1 2022. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

Institutional & Family Asset Management held 60 shares of FirstEnergy worth $2.3K as of Q2 2024.
Institutional & Family Asset Management left its FirstEnergy share count unchanged in Q2 2024.
FirstEnergy made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #564 holding.
Institutional & Family Asset Management first reported a position in FirstEnergy in Q1 2021 and has held it in 14 quarters since.
Institutional & Family Asset Management's FirstEnergy position peaked at $3K in Q1 2022.
727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.