West Branch Capital’s FirstEnergy FE Stock Holding History

West Branch Capital’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	-1	Closed	-$45	–	576
2024 Q3	$45	Buy	+1	New	+$42	﹤0.01%	589

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

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

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

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

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

West Branch Capital's FE Position: Q4 2024 in Review

West Branch Capital sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 1 share — an estimated $45 sold.

West Branch Capital first reported a position in FE in Q3 2024 and held it in 1 quarter. The position peaked at $45 in Q3 2024. 801 funds tracked by Wall St. Rank hold FE as of Q4 2024.

West Branch Capital reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 FirstEnergy share in Q4 2024, an estimated $45.
West Branch Capital first reported a position in FirstEnergy in Q3 2024 and held it in 1 quarter.
West Branch Capital's FirstEnergy position peaked at $45 in Q3 2024.
801 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.