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RDA Financial Network’s FirstEnergy FE Stock Holding History

RDA Financial Network’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
-5,260
Closed -$233K – 245
2024
Q3 		$233K Sell
5,260
-569
-10% -$23.9K 0.07% 210
2024
Q2 		$223K Buy
+5,829
New +$226K 0.07% 211
2023
Q1 		– Sell
-4,822
Closed -$202K – 225
2022
Q4 		$202K Buy
+4,822
New +$189K 0.1% 202
2022
Q2 		– Sell
-5,617
Closed -$258K – 222
2022
Q1 		$258K Hold
5,617
– – 0.11% 185
2021
Q4 		$234K Sell
5,617
-868
-13% -$33.5K 0.1% 191
2021
Q3 		$231K Buy
6,485
+447
+7% +$17K 0.1% 191
2021
Q2 		$225K Buy
+6,038
New +$225K 0.1% 196

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RDA Financial Network's FE Position: Q4 2024 in Review

RDA Financial Network sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 5,260 shares — an estimated $233K sold.

RDA Financial Network first reported a position in FE in Q2 2021 and held it in 7 quarters. The position peaked at $258K in Q1 2022. 803 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • RDA Financial Network reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • RDA Financial Network sold 5,260 FirstEnergy shares in Q4 2024, an estimated $233K.
  • RDA Financial Network first reported a position in FirstEnergy in Q2 2021 and held it in 7 quarters.
  • RDA Financial Network's FirstEnergy position peaked at $258K in Q1 2022.
  • 803 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on RDA Financial Network's 13F filing for Q4 2024, filed 15 Jan 2025.