Northwest Investment Counselors’s FirstEnergy FE Stock Holding History

Northwest Investment Counselors’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	-241	Closed	-$9.31K	–	264
2024 Q1	$9.31K	Buy	+241	New	+$9.02K	﹤0.01%	380
2023 Q4	–	Sell	-336	Closed	-$11.5K	–	265
2023 Q3	$11.5K	Buy	336 +95	+39%	+$3.53K	﹤0.01%	373
2023 Q2	$9.37K	Hold	241	–	–	﹤0.01%	399
2023 Q1	$9.65K	Sell	241 -241	-50%	-$9.73K	﹤0.01%	402
2022 Q4	$20.2K	Hold	482	–	–	0.01%	329
2022 Q3	$18K	Hold	482	–	–	0.01%	311
2022 Q2	$19K	Hold	482	–	–	0.01%	302
2022 Q1	$22K	Hold	482	–	–	0.01%	310
2021 Q4	$20K	Buy	+482	New	+$18.6K	﹤0.01%	309

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Northwest Investment Counselors's FE Position: Q2 2024 in Review

Northwest Investment Counselors sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 241 shares — an estimated $9.31K sold.

Northwest Investment Counselors first reported a position in FE in Q4 2021 and held it in 9 quarters. The position peaked at $22K in Q1 2022. 728 funds tracked by Wall St. Rank hold FE as of Q2 2024.

Northwest Investment Counselors reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
Northwest Investment Counselors sold 241 FirstEnergy shares in Q2 2024, an estimated $9.31K.
Northwest Investment Counselors first reported a position in FirstEnergy in Q4 2021 and held it in 9 quarters.
Northwest Investment Counselors's FirstEnergy position peaked at $22K in Q1 2022.
728 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Northwest Investment Counselors's 13F filing for Q2 2024, filed 15 Jul 2024.