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Personal CFO Solutions’s FirstEnergy FE Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-10,425
Closed -$356K – 525
2023
Q3 		$356K Buy
10,425
+445
+4% +$16.6K 0.07% 282
2023
Q2 		$388K Sell
9,980
-4,273
-30% -$168K 0.08% 265
2023
Q1 		$571K Buy
14,253
+4,554
+47% +$184K 0.12% 171
2022
Q4 		$407K Buy
9,699
+370
+4% +$14.5K 0.09% 222
2022
Q3 		$345K Buy
+9,329
New +$369K 0.09% 225
2022
Q2 		– Sell
-9,483
Closed -$435K – 456
2022
Q1 		$435K Buy
9,483
+1,974
+26% +$83.5K 0.09% 223
2021
Q4 		$312K Buy
+7,509
New +$290K 0.06% 309

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Personal CFO Solutions's FE Position: Q4 2023 in Review

Personal CFO Solutions sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 10,425 shares — an estimated $356K sold.

Personal CFO Solutions first reported a position in FE in Q4 2021 and held it in 7 quarters. The position peaked at $571K in Q1 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Personal CFO Solutions reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 10,425 FirstEnergy shares in Q4 2023, an estimated $356K.
  • Personal CFO Solutions first reported a position in FirstEnergy in Q4 2021 and held it in 7 quarters.
  • Personal CFO Solutions's FirstEnergy position peaked at $571K in Q1 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.