Triad Wealth Partners’s FirstEnergy FE Stock Holding History

Triad 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 Q3	–	Sell	-254	Closed	-$9.72K	–	332
2024 Q2	$9.72K	Buy	+254	New	+$9.85K	0.01%	457

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

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

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

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

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

Triad Wealth Partners's FE Position: Q3 2024 in Review

Triad Wealth Partners sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 254 shares — an estimated $9.72K sold.

Triad Wealth Partners first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $9.72K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

Triad Wealth Partners reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 254 FirstEnergy shares in Q3 2024, an estimated $9.72K.
Triad Wealth Partners first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's FirstEnergy position peaked at $9.72K in Q2 2024.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.