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VitalStone Financial’s FirstEnergy FE Stock Holding History

VitalStone Financial’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 		$20K Buy
450
+4
+0.9% +$168 0.01% 227
2024
Q2 		$17.1K Buy
446
+5
+1% +$194 0.01% 235
2024
Q1 		$17K Hold
441
– – 0.01% 239
2023
Q4 		$16K Hold
441
– – 0.01% 245
2023
Q3 		$16K Hold
441
– – 0.01% 208
2023
Q2 		$18K Buy
+441
New +$17.3K 0.01% 549
2023
Q1 		– Sell
-441
Closed -$18K – 411
2022
Q4 		$18K Buy
+441
New +$17.2K 0.01% 286

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VitalStone Financial's FE Position: Q3 2024 in Review

VitalStone Financial increased its FirstEnergy (FE) stake by 0.9% in Q3 2024, buying an estimated $168 and bringing the position to 450 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #227.

VitalStone Financial first reported a position in FE in Q4 2022 and has held it in 7 quarters since. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • VitalStone Financial held 450 shares of FirstEnergy worth $20K as of Q3 2024.
  • VitalStone Financial bought 4 FirstEnergy shares in Q3 2024, an estimated $168.
  • FirstEnergy made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #227 holding.
  • VitalStone Financial first reported a position in FirstEnergy in Q4 2022 and has held it in 7 quarters since.
  • 774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.