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SpiderRock Advisors’s FirstEnergy FE Stock Holding History

SpiderRock Advisors’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 		$2.17M Buy
48,950
+386
+0.8% +$16.2K 0.03% 309
2024
Q2 		$1.86M Buy
+48,564
New +$1.88M 0.04% 288
2017
Q3 		– Hold
0
– – – 270
2017
Q2 		– Hold
0
– – – 175
2017
Q1 		– Hold
0
– – – 1058

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SpiderRock Advisors's FE Position: Q3 2024 in Review

SpiderRock Advisors increased its FirstEnergy (FE) stake by 0.79% in Q3 2024, buying an estimated $16.2K and bringing the position to 48,950 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #309.

SpiderRock Advisors first reported a position in FE in Q2 2024 and has held it in 2 quarters since. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • SpiderRock Advisors held 48,950 shares of FirstEnergy worth $2.17M as of Q3 2024.
  • SpiderRock Advisors bought 386 FirstEnergy shares in Q3 2024, an estimated $16.2K.
  • FirstEnergy made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #309 holding.
  • SpiderRock Advisors first reported a position in FirstEnergy in Q2 2024 and has held it in 2 quarters since.
  • 774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.