SWS
FE icon

SYSTM Wealth Solutions’s FirstEnergy FE Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-4,759
Closed -$184K – 769
2024
Q1 		$184K Sell
4,759
-11
-0.2% -$411 0.02% 407
2023
Q4 		$175K Buy
+4,770
New +$173K 0.02% 396
2023
Q3 		– Sell
-5,311
Closed -$206K – 475
2023
Q2 		$206K Buy
+5,311
New +$208K 0.03% 450

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's FE Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 4,759 shares — an estimated $184K sold.

SYSTM Wealth Solutions first reported a position in FE in Q2 2023 and held it in 3 quarters. The position peaked at $206K in Q2 2023. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,759 FirstEnergy shares in Q2 2024, an estimated $184K.
  • SYSTM Wealth Solutions first reported a position in FirstEnergy in Q2 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's FirstEnergy position peaked at $206K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.