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	Hold	300	–	–	0.01%	321
2021 Q2	$11.2K	Hold	300	–	–	0.01%	328
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kelly Financial Services's FE Position: Q3 2024 in Review

Kelly Financial Services sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 300 shares — an estimated $11.5K sold.

Kelly Financial Services first reported a position in FE in Q1 2019 and held it in 22 quarters. The position peaked at $14.6K in Q4 2019. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Kelly Financial Services reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 300 FirstEnergy shares in Q3 2024, an estimated $11.5K.
Kelly Financial Services first reported a position in FirstEnergy in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's FirstEnergy position peaked at $14.6K in Q4 2019.
774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.