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Turtle Creek Wealth Advisors’s FirstEnergy FE Stock Holding History

Turtle Creek Wealth Advisors’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
-114
Closed -$4.18K – 415
2023
Q4 		$4.18K Buy
+114
New +$4.13K ﹤0.01% 680

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

Turtle Creek Wealth Advisors's FE Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 114 shares — an estimated $4.18K sold.

Turtle Creek Wealth Advisors first reported a position in FE in Q4 2023 and held it in 1 quarter. The position peaked at $4.18K in Q4 2023. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 114 FirstEnergy shares in Q1 2024, an estimated $4.18K.
  • Turtle Creek Wealth Advisors first reported a position in FirstEnergy in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's FirstEnergy position peaked at $4.18K in Q4 2023.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.