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Lockheed Martin Investment Management’s FirstEnergy FE Stock Holding History

Lockheed Martin Investment Management’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
-17,100
Closed -$654K – 130
2024
Q2 		$654K Sell
17,100
-11,800
-41% -$458K 0.04% 118
2024
Q1 		$1.13M Sell
28,900
-4,300
-13% -$161K 0.08% 111
2023
Q4 		$1.25M Sell
33,200
-3,600
-10% -$130K 0.09% 104
2023
Q3 		$1.35M Hold
36,800
– – 0.1% 97
2023
Q2 		$1.43M Buy
36,800
+3,800
+12% +$149K 0.08% 92
2023
Q1 		$1.32M Hold
33,000
– – 0.07% 98
2022
Q4 		$1.38M Buy
33,000
+1,500
+5% +$58.6K 0.09% 101
2022
Q3 		$1.17M Sell
31,500
-6,200
-16% -$245K 0.09% 99
2022
Q2 		$1.45M Sell
37,700
-14,200
-27% -$606K 0.1% 111
2022
Q1 		$2.38M Sell
51,900
-9,400
-15% -$398K 0.13% 101
2021
Q4 		$2.55M Buy
+61,300
New +$2.36M 0.14% 106

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

Lockheed Martin Investment Management's FE Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 17,100 shares — an estimated $654K sold.

Lockheed Martin Investment Management first reported a position in FE in Q4 2021 and held it in 11 quarters. The position peaked at $2.55M in Q4 2021. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Lockheed Martin Investment Management reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 17,100 FirstEnergy shares in Q3 2024, an estimated $654K.
  • Lockheed Martin Investment Management first reported a position in FirstEnergy in Q4 2021 and held it in 11 quarters.
  • Lockheed Martin Investment Management's FirstEnergy position peaked at $2.55M in Q4 2021.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.