WCM
FE icon

Weld Capital Management’s FirstEnergy FE Stock Holding History

Weld Capital Management’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
2021
Q3 		– Sell
-8,934
Closed -$332K – 72
2021
Q2 		$332K Buy
+8,934
New +$332K 0.34% 126
2020
Q4 		– Sell
-11,672
Closed -$335K – 533
2020
Q3 		$335K Buy
+11,672
New +$366K 0.13% 261
2019
Q1 		– Sell
-22,668
Closed -$851K – 723
2018
Q4 		$851K Buy
+22,668
New +$859K 0.19% 179

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State Street
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IC
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return