Moloney Securities Asset Management’s FirstEnergy FE Stock Holding History

Moloney Securities Asset 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 Q4	–	Sell	-5,111	Closed	-$227K	–	484
2024 Q3	$227K	Sell	5,111 -3,500	-41%	-$147K	0.03%	415
2024 Q2	$330K	Buy	+8,611	New	+$334K	0.05%	332
2023 Q1	–	Sell	-5,186	Closed	-$218K	–	439
2022 Q4	$218K	Buy	+5,186	New	+$203K	0.05%	354
2022 Q2	–	Sell	-5,186	Closed	-$238K	–	394
2022 Q1	$238K	Hold	5,186	–	–	0.05%	351
2021 Q4	$216K	Buy	+5,186	New	+$200K	0.04%	398
2020 Q3	–	Sell	-5,186	Closed	-$201K	–	331
2020 Q2	$201K	Hold	5,186	–	–	0.06%	274
2020 Q1	$208K	Sell	5,186 -159	-3%	-$7.39K	0.07%	244
2019 Q4	$260K	Sell	5,345 -7,381	-58%	-$353K	0.08%	276
2019 Q3	$614K	Buy	12,726 +7,344	+136%	+$332K	0.21%	130
2019 Q2	$230K	Buy	5,382 +1	+0%	+$42	0.08%	259
2019 Q1	$224K	Sell	5,381 -102	-2%	-$4.05K	0.08%	258
2018 Q4	$206K	Buy	+5,483	New	+$208K	0.08%	252

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moloney Securities Asset Management's FE Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 5,111 shares — an estimated $227K sold.

Moloney Securities Asset Management first reported a position in FE in Q4 2018 and held it in 12 quarters. The position peaked at $614K in Q3 2019. 803 funds tracked by Wall St. Rank hold FE as of Q4 2024.

Moloney Securities Asset Management reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 5,111 FirstEnergy shares in Q4 2024, an estimated $227K.
Moloney Securities Asset Management first reported a position in FirstEnergy in Q4 2018 and held it in 12 quarters.
Moloney Securities Asset Management's FirstEnergy position peaked at $614K in Q3 2019.
803 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.