WHRC
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W.H. Reaves & Co’s FirstEnergy FE Stock Holding History

W.H. Reaves & Co’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
Q4 		– Sell
-190,000
Closed -$8.43M – 78
2024
Q3 		$8.43M Hold
190,000
– – 0.23% 47
2024
Q2 		$7.27M Sell
190,000
-147,000
-44% -$5.7M 0.25% 52
2024
Q1 		$13M Sell
337,000
-11,100
-3% -$415K 0.46% 47
2023
Q4 		$12.8M Hold
348,100
– – 0.46% 46
2023
Q3 		$11.9M Hold
348,100
– – 0.47% 47
2023
Q2 		$13.5M Sell
348,100
-635,092
-65% -$24.9M 0.5% 44
2023
Q1 		$39.4M Sell
983,192
-197,042
-17% -$7.96M 1.42% 31
2022
Q4 		$49.5M Buy
1,180,234
+120,122
+11% +$4.7M 1.77% 27
2022
Q3 		$39.2M Buy
1,060,112
+58,862
+6% +$2.33M 1.48% 29
2022
Q2 		$38.4M Hold
1,001,250
– – 1.32% 31
2022
Q1 		$45.9M Sell
1,001,250
-250
-0% -$10.6K 1.46% 33
2021
Q4 		$41.7M Hold
1,001,500
– – 1.27% 33
2021
Q3 		$35.7M Hold
1,001,500
– – 1.14% 34
2021
Q2 		$37.3M Sell
1,001,500
-2,746
-0.3% -$102K 1.21% 34
2021
Q1 		$34.8M Sell
1,004,246
-432,134
-30% -$14.1M 1.21% 32
2020
Q4 		$44M Buy
1,436,380
+19,905
+1% +$597K 1.57% 29
2020
Q3 		$40.7M Sell
1,416,475
-91,371
-6% -$2.87M 1.59% 29
2020
Q2 		$58.5M Buy
1,507,846
+358,853
+31% +$14.8M 2.42% 20
2020
Q1 		$46M Buy
1,148,993
+284,313
+33% +$13.2M 2.13% 21
2019
Q4 		$42M Sell
864,680
-49,365
-5% -$2.36M 1.32% 33
2019
Q3 		$44.1M Sell
914,045
-113,181
-11% -$5.12M 1.35% 29
2019
Q2 		$44M Buy
+1,027,226
New +$43.2M 1.4% 30

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

W.H. Reaves & Co's FE Position: Q4 2024 in Review

W.H. Reaves & Co sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 190,000 shares — an estimated $8.43M sold.

W.H. Reaves & Co first reported a position in FE in Q2 2019 and held it in 22 quarters. The position peaked at $58.5M in Q2 2020. 803 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • W.H. Reaves & Co reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • W.H. Reaves & Co sold 190,000 FirstEnergy shares in Q4 2024, an estimated $8.43M.
  • W.H. Reaves & Co first reported a position in FirstEnergy in Q2 2019 and held it in 22 quarters.
  • W.H. Reaves & Co's FirstEnergy position peaked at $58.5M in Q2 2020.
  • 803 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on W.H. Reaves & Co's 13F filing for Q4 2024, filed 6 Feb 2025.