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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
2017
Q4 		– Hold
0
– -$1K – 151
2017
Q3 		– Hold
0
– – – 659
2017
Q2 		– Hold
0
– -$4K – 976
2017
Q1 		– Hold
0
– – – 1013

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

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. 773 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.
  • 773 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.