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Silvercrest Asset Management’s FirstEnergy FE Stock Holding History

Silvercrest Asset 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
2023
Q4 		– Sell
-17,345
Closed -$593K – 849
2023
Q3 		$593K Hold
17,345
– – ﹤0.01% 659
2023
Q2 		$674K Sell
17,345
-1,025
-6% -$40.2K ﹤0.01% 643
2023
Q1 		$736K Sell
18,370
-580
-3% -$23.4K 0.01% 613
2022
Q4 		$795K Buy
18,950
+1,605
+9% +$62.7K 0.01% 598
2022
Q3 		$642K Hold
17,345
– – 0.01% 610
2022
Q2 		$666K Buy
+17,345
New +$740K 0.01% 618

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

Silvercrest Asset Management's FE Position: Q4 2023 in Review

Silvercrest Asset Management sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 17,345 shares — an estimated $593K sold.

Silvercrest Asset Management first reported a position in FE in Q2 2022 and held it in 6 quarters. The position peaked at $795K in Q4 2022. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • Silvercrest Asset Management reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
  • Silvercrest Asset Management sold 17,345 FirstEnergy shares in Q4 2023, an estimated $593K.
  • Silvercrest Asset Management first reported a position in FirstEnergy in Q2 2022 and held it in 6 quarters.
  • Silvercrest Asset Management's FirstEnergy position peaked at $795K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.