Sugarloaf Wealth Management’s FirstEnergy FE Stock Holding History

Sugarloaf 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	$19.9K	Hold	500	–	–	﹤0.01%	407
2024 Q3	$22.2K	Hold	500	–	–	﹤0.01%	400
2024 Q2	$19.1K	Hold	500	–	–	﹤0.01%	405
2024 Q1	$19.3K	Sell	500 -286	-36%	-$10.7K	﹤0.01%	408
2023 Q4	$28.8K	Buy	+786	New	+$28.5K	0.01%	345
2023 Q1	–	Sell	-60	Closed	-$2.52K	–	734
2022 Q4	$2.52K	Buy	+60	New	+$2.35K	﹤0.01%	650
2021 Q4	–	Sell	-170	Closed	-$6K	–	755
2021 Q3	$6K	Sell	170 -76	-31%	-$2.88K	﹤0.01%	586
2021 Q2	$9K	Buy	246 +3	+1%	+$112	﹤0.01%	508
2021 Q1	$8	Buy	243 +3	+1%	+$98	﹤0.01%	519
2020 Q4	$7K	Sell	240 -71	-23%	-$2.13K	﹤0.01%	506
2020 Q3	$7K	Buy	311 +2	+0.6%	+$63	﹤0.01%	483
2020 Q2	$12K	Buy	309 +1	+0.3%	+$41	﹤0.01%	423
2020 Q1	$12K	Sell	308 -249	-45%	-$11.6K	0.01%	407
2019 Q4	$27K	Buy	+557	New	+$26.6K	0.01%	329

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sugarloaf Wealth Management held its FirstEnergy (FE) position steady in Q4 2024 at 500 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Sugarloaf Wealth Management first reported a position in FE in Q4 2019 and has held it in 14 quarters since. The position peaked at $28.8K in Q4 2023. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

Sugarloaf Wealth Management held 500 shares of FirstEnergy worth $19.9K as of Q4 2024.
Sugarloaf Wealth Management left its FirstEnergy share count unchanged in Q4 2024.
FirstEnergy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #407 holding.
Sugarloaf Wealth Management first reported a position in FirstEnergy in Q4 2019 and has held it in 14 quarters since.
Sugarloaf Wealth Management's FirstEnergy position peaked at $28.8K in Q4 2023.
801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.