Monograph Wealth Advisors’s FirstEnergy FE Stock Holding History

Monograph Wealth 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
2024 Q2	–	Sell	-17,007	Closed	-$657K	–	132
2024 Q1	$657K	Buy	+17,007	New	+$636K	0.1%	78

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monograph Wealth Advisors's FE Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 17,007 shares — an estimated $657K sold.

Monograph Wealth Advisors first reported a position in FE in Q1 2024 and held it in 1 quarter. The position peaked at $657K in Q1 2024. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

Monograph Wealth Advisors reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 17,007 FirstEnergy shares in Q2 2024, an estimated $657K.
Monograph Wealth Advisors first reported a position in FirstEnergy in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's FirstEnergy position peaked at $657K in Q1 2024.
727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.