Systematic Alpha Investments’s FirstEnergy FE Stock Holding History

Systematic Alpha Investments’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 Q1	–	Sell	-3,500	Closed	-$128K	–	236
2023 Q4	$128K	Hold	3,500	–	–	0.01%	240
2023 Q3	$120K	Buy	+3,500	New	+$130K	0.01%	234
2023 Q2	–	Sell	-3,500	Closed	-$140K	–	272
2023 Q1	$140K	Buy	+3,500	New	+$141K	0.01%	230
2021 Q4	–	Sell	-3,500	Closed	-$135K	–	316
2021 Q3	$135K	Hold	3,500	–	–	0.01%	263
2021 Q2	$132K	Sell	3,500 -13,200	-79%	-$491K	0.01%	194
2021 Q1	$579K	Buy	+16,700	New	+$545K	0.04%	106

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systematic Alpha Investments's FE Position: Q1 2024 in Review

Systematic Alpha Investments sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 3,500 shares — an estimated $128K sold.

Systematic Alpha Investments first reported a position in FE in Q1 2021 and held it in 6 quarters. The position peaked at $579K in Q1 2021. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

Systematic Alpha Investments reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
Systematic Alpha Investments sold 3,500 FirstEnergy shares in Q1 2024, an estimated $128K.
Systematic Alpha Investments first reported a position in FirstEnergy in Q1 2021 and held it in 6 quarters.
Systematic Alpha Investments's FirstEnergy position peaked at $579K in Q1 2021.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.