SWM
FE icon

SeaCrest Wealth Management’s FirstEnergy FE Stock Holding History

SeaCrest Wealth Management’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
-8,219
Closed -$313K – 627
2023
Q4 		$313K Sell
8,219
-10
-0.1% -$362 0.04% 437
2023
Q3 		$281K Sell
8,229
-38
-0.5% -$1.41K 0.04% 478
2023
Q2 		$321K Sell
8,267
-398
-5% -$15.6K 0.04% 449
2023
Q1 		$347K Buy
8,665
+26
+0.3% +$1.05K 0.05% 423
2022
Q4 		$362K Sell
8,639
-215
-2% -$8.4K 0.05% 406
2022
Q3 		$328K Sell
8,854
-1,233
-12% -$48.7K 0.05% 413
2022
Q2 		$387K Sell
10,087
-141
-1% -$6.02K 0.05% 398
2022
Q1 		$469K Buy
10,228
+10
+0.1% +$423 0.05% 375
2021
Q4 		$425K Sell
10,218
-769
-7% -$29.6K 0.05% 403
2021
Q3 		$391K Buy
10,987
+101
+0.9% +$3.83K 0.05% 412
2021
Q2 		$405K Sell
10,886
-467
-4% -$17.4K 0.05% 403
2021
Q1 		$394K Buy
11,353
+474
+4% +$15.5K 0.05% 382
2020
Q4 		$333K Sell
10,879
-614
-5% -$18.4K 0.05% 400
2020
Q3 		$330K Sell
11,493
-2,332
-17% -$73.2K 0.05% 360
2020
Q2 		$536K Buy
13,825
+1,560
+13% +$64.5K 0.09% 236
2020
Q1 		$491K Buy
12,265
+753
+7% +$35K 0.11% 213
2019
Q4 		$559K Sell
11,512
-482
-4% -$23K 0.09% 249
2019
Q3 		$578K Buy
11,994
+214
+2% +$9.69K 0.11% 228
2019
Q2 		$504K Sell
11,780
-344
-3% -$14.5K 0.1% 236
2019
Q1 		$504K Sell
12,124
-1,889
-13% -$75.1K 0.09% 229
2018
Q4 		$526K Sell
14,013
-610
-4% -$23.1K 0.11% 197
2018
Q3 		$544K Sell
14,623
-582
-4% -$21.3K 0.09% 240
2018
Q2 		$546K Sell
15,205
-2,198
-13% -$75.3K 0.1% 229
2018
Q1 		$592K Buy
17,403
+576
+3% +$18.5K 0.11% 200
2017
Q4 		$515K Buy
+16,827
New +$547K 0.09% 230

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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SeaCrest Wealth Management's FE Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 8,219 shares — an estimated $313K sold.

SeaCrest Wealth Management first reported a position in FE in Q4 2017 and held it in 25 quarters. The position peaked at $592K in Q1 2018. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 8,219 FirstEnergy shares in Q1 2024, an estimated $313K.
  • SeaCrest Wealth Management first reported a position in FirstEnergy in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's FirstEnergy position peaked at $592K in Q1 2018.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.