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Milestone Investment Advisors’s FirstEnergy FE Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-519
Closed -$17.7K – 235
2023
Q3 		$17.7K Buy
+519
New +$19.3K 0.01% 262
2023
Q2 		– Sell
-519
Closed -$20.8K – 230
2023
Q1 		$20.8K Buy
+519
New +$21K 0.01% 261

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

Milestone Investment Advisors's FE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 519 shares — an estimated $17.7K sold.

Milestone Investment Advisors first reported a position in FE in Q1 2023 and held it in 2 quarters. The position peaked at $20.8K in Q1 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 519 FirstEnergy shares in Q4 2023, an estimated $17.7K.
  • Milestone Investment Advisors first reported a position in FirstEnergy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's FirstEnergy position peaked at $20.8K in Q1 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.