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WFA Asset Management’s FirstEnergy FE Stock Holding History

WFA Asset 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
2024
Q1 		– Sell
-343
Closed -$12.6K – 246
2023
Q4 		$12.6K Buy
343
+4
+1% +$145 0.01% 161
2023
Q3 		$11.6K Buy
339
+3
+0.9% +$112 0.01% 166
2023
Q2 		$13K Buy
336
+4
+1% +$157 0.01% 169
2023
Q1 		$13.3K Buy
332
+3
+0.9% +$121 0.01% 160
2022
Q4 		$13.8K Buy
329
+210
+176% +$8.21K 0.01% 141
2022
Q3 		$4.39K Buy
119
+2
+2% +$79 ﹤0.01% 198
2022
Q2 		$4.51K Buy
117
+1
+0.9% +$43 ﹤0.01% 181
2022
Q1 		$5.34K Buy
116
+1
+0.9% +$42 ﹤0.01% 173
2021
Q4 		$4.79K Buy
+115
New +$4.43K ﹤0.01% 162

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFA Asset Management's FE Position: Q1 2024 in Review

WFA Asset Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 343 shares — an estimated $12.6K sold.

WFA Asset Management first reported a position in FE in Q4 2021 and held it in 9 quarters. The position peaked at $13.8K in Q4 2022. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • WFA Asset Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • WFA Asset Management sold 343 FirstEnergy shares in Q1 2024, an estimated $12.6K.
  • WFA Asset Management first reported a position in FirstEnergy in Q4 2021 and held it in 9 quarters.
  • WFA Asset Management's FirstEnergy position peaked at $13.8K in Q4 2022.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on WFA Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.