MIM
FE icon

Merewether Investment Management’s FirstEnergy FE Stock Holding History

Merewether 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
2023
Q4 		– Sell
-1,370,800
Closed -$46.9M – 50
2023
Q3 		$46.9M Buy
+1,370,800
New +$51M 2.83% 15

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Merewether Investment Management's FE Position: Q4 2023 in Review

Merewether Investment Management sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 1,370,800 shares — an estimated $46.9M sold.

Merewether Investment Management first reported a position in FE in Q3 2023 and held it in 1 quarter. The position peaked at $46.9M in Q3 2023. 691 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Merewether Investment Management reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Merewether Investment Management sold 1,370,800 FirstEnergy shares in Q4 2023, an estimated $46.9M.
  • Merewether Investment Management first reported a position in FirstEnergy in Q3 2023 and held it in 1 quarter.
  • Merewether Investment Management's FirstEnergy position peaked at $46.9M in Q3 2023.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Merewether Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.