JWM
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Janiczek Wealth Management’s FirstEnergy FE Stock Holding History

Janiczek Wealth 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 		$154 Hold
4
– – ﹤0.01% 1050
2024
Q1 		$155 Hold
4
– – ﹤0.01% 1062
2023
Q4 		$147 Sell
4
-40
-91% -$1.45K ﹤0.01% 1075
2023
Q3 		$1.5K Buy
+44
New +$1.64K ﹤0.01% 867
2020
Q3 		– Sell
-51
Closed -$2K – 669
2020
Q2 		$2K Buy
+51
New +$2.11K ﹤0.01% 279

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janiczek Wealth Management's FE Position: Q2 2024 in Review

Janiczek Wealth Management held its FirstEnergy (FE) position steady in Q2 2024 at 4 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Janiczek Wealth Management first reported a position in FE in Q2 2020 and has held it in 5 quarters since. The position peaked at $2K in Q2 2020. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Janiczek Wealth Management held 4 shares of FirstEnergy worth $154 as of Q2 2024.
  • Janiczek Wealth Management left its FirstEnergy share count unchanged in Q2 2024.
  • FirstEnergy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1050 holding.
  • Janiczek Wealth Management first reported a position in FirstEnergy in Q2 2020 and has held it in 5 quarters since.
  • Janiczek Wealth Management's FirstEnergy position peaked at $2K in Q2 2020.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.