Private Ocean’s FirstEnergy FE Stock Holding History

Private Ocean’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 Q1	–	Sell	-125	Closed	-$4.58K	–	503
2023 Q4	$4.58K	Buy	+125	New	+$4.53K	﹤0.01%	420
2021 Q1	–	Sell	-220	Closed	-$7K	–	585
2020 Q4	$7K	Hold	220	–	–	﹤0.01%	407
2020 Q3	$6K	Buy	+220	New	+$6.9K	﹤0.01%	416

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

Private Ocean's FE Position: Q1 2024 in Review

Private Ocean sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 125 shares — an estimated $4.58K sold.

Private Ocean first reported a position in FE in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

Private Ocean reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
Private Ocean sold 125 FirstEnergy shares in Q1 2024, an estimated $4.58K.
Private Ocean first reported a position in FirstEnergy in Q3 2020 and held it in 3 quarters.
Private Ocean's FirstEnergy position peaked at $7K in Q4 2020.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.