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TFO Wealth Partners’s FirstEnergy FE Stock Holding History

TFO Wealth Partners’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
-1
Closed -$39 – 296
2024
Q1 		$39 Hold
1
– – ﹤0.01% 735
2023
Q4 		$37 Sell
1
-4
-80% -$145 ﹤0.01% 886
2023
Q3 		$194 Buy
5
+4
+400% +$149 ﹤0.01% 812
2023
Q2 		$39 Hold
1
– – ﹤0.01% 775
2023
Q1 		$40 Sell
1
-2
-67% -$81 ﹤0.01% 757
2022
Q4 		$303 Buy
+3
New +$117 ﹤0.01% 563

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

TFO Wealth Partners's FE Position: Q2 2024 in Review

TFO Wealth Partners sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 1 share — an estimated $39 sold.

TFO Wealth Partners first reported a position in FE in Q4 2022 and held it in 6 quarters. The position peaked at $303 in Q4 2022. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • TFO Wealth Partners reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 FirstEnergy share in Q2 2024, an estimated $39.
  • TFO Wealth Partners first reported a position in FirstEnergy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's FirstEnergy position peaked at $303 in Q4 2022.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.