SFC
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Strategic Financial Concepts’s FirstEnergy FE Stock Holding History

Strategic Financial Concepts’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
-14,797
Closed -$354 – 392
2024
Q2 		$354 Buy
+14,797
New +$574K ﹤0.01% 673

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

Strategic Financial Concepts's FE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 14,797 shares — an estimated $354 sold.

Strategic Financial Concepts first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $354 in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 14,797 FirstEnergy shares in Q3 2024, an estimated $354.
  • Strategic Financial Concepts first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's FirstEnergy position peaked at $354 in Q2 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.