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Sterling Wealth Management’s FirstEnergy FE Stock Holding History

Sterling 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
Q4 		$253K Sell
6,359
-1,124
-15% -$47K 0.09% 94
2024
Q3 		$332K Hold
7,483
– – 0.12% 87
2024
Q2 		$286K Hold
7,483
– – 0.14% 83
2024
Q1 		$289K Hold
7,483
– – 0.14% 81
2023
Q4 		$274K Buy
+7,483
New +$271K 0.15% 76

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Wealth Management's FE Position: Q4 2024 in Review

Sterling Wealth Management reduced its FirstEnergy (FE) stake by 15% in Q4 2024, selling an estimated $47K and leaving 6,359 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #94.

Sterling Wealth Management first reported a position in FE in Q4 2023 and has held it in 5 quarters since. The position peaked at $332K in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Sterling Wealth Management held 6,359 shares of FirstEnergy worth $253K as of Q4 2024.
  • Sterling Wealth Management sold 1,124 FirstEnergy shares in Q4 2024, an estimated $47K.
  • FirstEnergy made up 0.09% of Sterling Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Sterling Wealth Management first reported a position in FirstEnergy in Q4 2023 and has held it in 5 quarters since.
  • Sterling Wealth Management's FirstEnergy position peaked at $332K in Q3 2024.
  • 801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Sterling Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.