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Kapitalo Investimentos’s FirstEnergy FE Stock Holding History

Kapitalo Investimentos’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
-10,051
Closed -$388K – 221
2024
Q1 		$388K Buy
10,051
+4,013
+66% +$150K 0.09% 123
2023
Q4 		$221K Buy
+6,038
New +$219K 0.05% 255
2023
Q2 		– Sell
-6,897
Closed -$276K – 559
2023
Q1 		$276K Buy
+6,897
New +$279K 0.09% 97

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

Kapitalo Investimentos's FE Position: Q2 2024 in Review

Kapitalo Investimentos sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 10,051 shares — an estimated $388K sold.

Kapitalo Investimentos first reported a position in FE in Q1 2023 and held it in 3 quarters. The position peaked at $388K in Q1 2024. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Kapitalo Investimentos reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 10,051 FirstEnergy shares in Q2 2024, an estimated $388K.
  • Kapitalo Investimentos first reported a position in FirstEnergy in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's FirstEnergy position peaked at $388K in Q1 2024.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.