LIP
FE icon

Lighthouse Investment Partners’s FirstEnergy FE Stock Holding History

Lighthouse Investment Partners’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
2023
Q3 		– Sell
-396,575
Closed -$15.4M – 355
2023
Q2 		$15.4M Buy
+396,575
New +$15.6M 0.82% 27

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Lighthouse Investment Partners's FE Position: Q3 2023 in Review

Lighthouse Investment Partners sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 396,575 shares — an estimated $15.4M sold.

Lighthouse Investment Partners first reported a position in FE in Q2 2023 and held it in 1 quarter. The position peaked at $15.4M in Q2 2023. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Lighthouse Investment Partners reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 396,575 FirstEnergy shares in Q3 2023, an estimated $15.4M.
  • Lighthouse Investment Partners first reported a position in FirstEnergy in Q2 2023 and held it in 1 quarter.
  • Lighthouse Investment Partners's FirstEnergy position peaked at $15.4M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Lighthouse Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.