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Pathway Financial Advisers’s FirstEnergy FE Stock Holding History

Pathway Financial Advisers’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
-221
Closed -$8.55K – 438
2024
Q1 		$8.55K Sell
221
-515
-70% -$19.3K ﹤0.01% 361
2023
Q4 		$27K Buy
736
+2
+0.3% +$72 0.01% 273
2023
Q3 		$25.1K Buy
+734
New +$27.3K 0.01% 273
2023
Q1 		$29.2K Sell
729
-407
-36% -$16.4K 0.01% 270
2022
Q4 		$47.6K Buy
+1,136
New +$44.4K 0.02% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathway Financial Advisers's FE Position: Q2 2024 in Review

Pathway Financial Advisers sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 221 shares — an estimated $8.55K sold.

Pathway Financial Advisers first reported a position in FE in Q4 2022 and held it in 5 quarters. The position peaked at $47.6K in Q4 2022. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Pathway Financial Advisers reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 221 FirstEnergy shares in Q2 2024, an estimated $8.55K.
  • Pathway Financial Advisers first reported a position in FirstEnergy in Q4 2022 and held it in 5 quarters.
  • Pathway Financial Advisers's FirstEnergy position peaked at $47.6K in Q4 2022.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Pathway Financial Advisers's 13F filing for Q2 2024, filed 20 Aug 2024.