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Operose Advisors’s FirstEnergy FE Stock Holding History

Operose 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
Q4 		– Sell
-311
Closed -$13.8K – 513
2024
Q3 		$13.8K Hold
311
– – ﹤0.01% 449
2024
Q2 		$11.9K Hold
311
– – ﹤0.01% 424
2024
Q1 		$12K Hold
311
– – ﹤0.01% 461
2023
Q4 		$11.4K Hold
311
– – ﹤0.01% 448
2023
Q3 		$10.6K Buy
+311
New +$11.6K ﹤0.01% 573

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Operose Advisors's FE Position: Q4 2024 in Review

Operose Advisors sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 311 shares — an estimated $13.8K sold.

Operose Advisors first reported a position in FE in Q3 2023 and held it in 5 quarters. The position peaked at $13.8K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Operose Advisors reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 311 FirstEnergy shares in Q4 2024, an estimated $13.8K.
  • Operose Advisors first reported a position in FirstEnergy in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's FirstEnergy position peaked at $13.8K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.