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Wetzel Investment Advisors’s FirstEnergy FE Stock Holding History

Wetzel Investment Advisors’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
-920
Closed -$35.5K – 388
2024
Q2 		$35.5K Sell
920
-165
-15% -$6.4K 0.02% 279
2024
Q1 		$40.8K Buy
1,085
+5
+0.5% +$187 0.02% 279
2023
Q4 		$40K Buy
+1,080
New +$39.1K 0.02% 271

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

Wetzel Investment Advisors's FE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 920 shares — an estimated $35.5K sold.

Wetzel Investment Advisors first reported a position in FE in Q4 2023 and held it in 3 quarters. The position peaked at $40.8K in Q1 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 920 FirstEnergy shares in Q3 2024, an estimated $35.5K.
  • Wetzel Investment Advisors first reported a position in FirstEnergy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's FirstEnergy position peaked at $40.8K in Q1 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.