KFS
FE icon

Kelly Financial Services’s FirstEnergy FE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-300
Closed -$11.5K – 305
2024
Q2 		$11.5K Hold
300
– – ﹤0.01% 412
2024
Q1 		$11.6K Hold
300
– – ﹤0.01% 411
2023
Q4 		$11K Hold
300
– – ﹤0.01% 383
2023
Q3 		$10.3K Hold
300
– – ﹤0.01% 366
2023
Q2 		$11.7K Hold
300
– – 0.01% 341
2023
Q1 		$12K Hold
300
– – 0.01% 330
2022
Q4 		$12.6K Hold
300
– – 0.01% 310
2022
Q3 		$11.1K Hold
300
– – 0.01% 317
2022
Q2 		$11.5K Hold
300
– – 0.01% 309
2022
Q1 		$13.8K Hold
300
– – 0.01% 306
2021
Q4 		$12.5K Hold
300
– – 0.01% 311
2021
Q3 		$10.7K Sell
300
-10,863
-97% -$412K 0.01% 321
2021
Q2 		$300K Buy
11,163
+10,863
+3,621% +$404K 0.01% 245
2021
Q1 		$10.4K Hold
300
– – 0.01% 296
2020
Q4 		$9.18K Hold
300
– – 0.01% 286
2020
Q3 		$8.61K Hold
300
– – 0.01% 270
2020
Q2 		$11.6K Hold
300
– – 0.01% 224
2020
Q1 		$12K Hold
300
– – 0.01% 190
2019
Q4 		$14.6K Hold
300
– – 0.01% 194
2019
Q3 		$14.5K Hold
300
– – 0.01% 185
2019
Q2 		$12.8K Hold
300
– – 0.01% 197
2019
Q1 		$12.5K Buy
+300
New +$11.9K 0.01% 196

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return