Jackson Grant Investment Advisers’s FirstEnergy FE Stock Holding History

Jackson Grant Investment Advisers’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	–	Sell	-41	Closed	-$1.58K	–	402
2024 Q1	$1.58K	Hold	41	–	–	﹤0.01%	373
2023 Q4	$1.5K	Hold	41	–	–	﹤0.01%	368
2023 Q3	$1.4K	Hold	41	–	–	﹤0.01%	369
2023 Q2	$1.59K	Hold	41	–	–	﹤0.01%	381
2023 Q1	$1.64K	Buy	+41	New	+$1.66K	﹤0.01%	411

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

Jackson Grant Investment Advisers's FE Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 41 shares — an estimated $1.58K sold.

Jackson Grant Investment Advisers first reported a position in FE in Q1 2023 and held it in 5 quarters. The position peaked at $1.64K in Q1 2023. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

Jackson Grant Investment Advisers reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
Jackson Grant Investment Advisers sold 41 FirstEnergy shares in Q2 2024, an estimated $1.58K.
Jackson Grant Investment Advisers first reported a position in FirstEnergy in Q1 2023 and held it in 5 quarters.
Jackson Grant Investment Advisers's FirstEnergy position peaked at $1.64K in Q1 2023.
727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.