West Oak Capital’s FirstEnergy FE Stock Holding History

West Oak 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 Q3	–	Sell	-1,000	Closed	-$38.3K	–	317
2024 Q2	$38.3K	Buy	+1,000	New	+$38.8K	0.02%	193

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

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

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

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

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

West Oak Capital's FE Position: Q3 2024 in Review

West Oak Capital sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 1,000 shares — an estimated $38.3K sold.

West Oak Capital first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $38.3K in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

West Oak Capital reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
West Oak Capital sold 1,000 FirstEnergy shares in Q3 2024, an estimated $38.3K.
West Oak Capital first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
West Oak Capital's FirstEnergy position peaked at $38.3K in Q2 2024.
773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.