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Wintrust Investments’s FirstEnergy FE Stock Holding History

Wintrust Investments’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
-862
Closed -$38K – 455
2024
Q3 		$38K Sell
862
-10,637
-93% -$448K 0.03% 355
2024
Q2 		$440K Buy
11,499
+90
+0.8% +$3.49K 0.04% 309
2024
Q1 		$441K Sell
11,409
-307
-3% -$11.5K 0.04% 304
2023
Q4 		$430K Sell
11,716
-192
-2% -$6.95K 0.04% 297
2023
Q3 		$407K Buy
11,908
+969
+9% +$36.1K 0.04% 287
2023
Q2 		$425K Sell
10,939
-821
-7% -$32.2K 0.04% 283
2023
Q1 		$471K Sell
11,760
-1,560
-12% -$63K 0.06% 214
2022
Q4 		$559K Sell
13,320
-237
-2% -$9.27K 0.07% 198
2022
Q3 		$502K Buy
13,557
+245
+2% +$9.68K 0.06% 228
2022
Q2 		$511K Buy
13,312
+41
+0.3% +$1.75K 0.06% 225
2022
Q1 		$609K Sell
13,271
-247
-2% -$10.4K 0.06% 229
2021
Q4 		$562K Buy
+13,518
New +$521K 0.05% 244
2021
Q3 		– Sell
-12,317
Closed -$458K – 320
2021
Q2 		$458K Buy
12,317
+4,307
+54% +$160K 0.05% 273
2021
Q1 		$278K Buy
+8,010
New +$262K 0.03% 341
2020
Q4 		– Sell
-7,413
Closed -$213K – 241
2020
Q3 		$213K Buy
+7,413
New +$233K 0.03% 318

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wintrust Investments's FE Position: Q4 2024 in Review

Wintrust Investments sold out of FirstEnergy (FE) in Q4 2024, closing a stake of 862 shares — an estimated $38K sold.

Wintrust Investments first reported a position in FE in Q3 2020 and held it in 15 quarters. The position peaked at $609K in Q1 2022. 803 funds tracked by Wall St. Rank hold FE as of Q4 2024.

  • Wintrust Investments reported no remaining FirstEnergy position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 862 FirstEnergy shares in Q4 2024, an estimated $38K.
  • Wintrust Investments first reported a position in FirstEnergy in Q3 2020 and held it in 15 quarters.
  • Wintrust Investments's FirstEnergy position peaked at $609K in Q1 2022.
  • 803 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.