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Sittner & Nelson’s FirstEnergy FE Stock Holding History

Sittner & Nelson’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
Q3 		– Sell
-532
Closed -$20.4K – 442
2024
Q2 		$20.4K Hold
532
– – 0.01% 281
2024
Q1 		$20.5K Hold
532
– – 0.01% 280
2023
Q4 		$19.5K Buy
+532
New +$19.3K 0.01% 283
2022
Q3 		– Sell
-1,044
Closed -$40K – 463
2022
Q2 		$40K Buy
+1,044
New +$44.6K 0.03% 234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sittner & Nelson's FE Position: Q3 2024 in Review

Sittner & Nelson sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 532 shares — an estimated $20.4K sold.

Sittner & Nelson first reported a position in FE in Q2 2022 and held it in 4 quarters. The position peaked at $40K in Q2 2022. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Sittner & Nelson reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Sittner & Nelson sold 532 FirstEnergy shares in Q3 2024, an estimated $20.4K.
  • Sittner & Nelson first reported a position in FirstEnergy in Q2 2022 and held it in 4 quarters.
  • Sittner & Nelson's FirstEnergy position peaked at $40K in Q2 2022.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Sittner & Nelson's 13F filing for Q3 2024, filed 31 Oct 2024.