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Livelsberger Financial Advisory’s FirstEnergy FE Stock Holding History

Livelsberger Financial Advisory’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
Q4 		– Sell
-595
Closed -$26.4K – 37
2024
Q3 		$26.4K Buy
+595
New +$25K 0.55% 38
2024
Q1 		– Sell
-577
Closed -$21.2K – 77
2023
Q4 		$21.2K Buy
+577
New +$20.9K 0.02% 222

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Livelsberger Financial Advisory's FE Position: Q4 2024 in Review

Livelsberger Financial Advisory sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 595 shares — an estimated $26.4K sold.

Livelsberger Financial Advisory first reported a position in FE in Q4 2023 and held it in 2 quarters. The position peaked at $26.4K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Livelsberger Financial Advisory reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 595 FirstEnergy shares in Q4 2024, an estimated $26.4K.
  • Livelsberger Financial Advisory first reported a position in FirstEnergy in Q4 2023 and held it in 2 quarters.
  • Livelsberger Financial Advisory's FirstEnergy position peaked at $26.4K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q4 2024, filed 14 Jan 2025.