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LGT Financial Advisors’s FirstEnergy FE Stock Holding History

LGT Financial Advisors’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
-456
Closed -$17.5K – 727
2024
Q2 		$17.5K Buy
+456
New +$17.7K 0.04% 339
2023
Q4 		– Sell
-21
Closed -$718 – 890
2023
Q3 		$718 Buy
+21
New +$781 ﹤0.01% 891

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

LGT Financial Advisors's FE Position: Q3 2024 in Review

LGT Financial Advisors sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 456 shares — an estimated $17.5K sold.

LGT Financial Advisors first reported a position in FE in Q3 2023 and held it in 2 quarters. The position peaked at $17.5K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • LGT Financial Advisors reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 456 FirstEnergy shares in Q3 2024, an estimated $17.5K.
  • LGT Financial Advisors first reported a position in FirstEnergy in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's FirstEnergy position peaked at $17.5K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.