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A.D. Beadell Investment Counsel’s FirstEnergy FE Stock Holding History

A.D. Beadell Investment Counsel’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
2022
Q1 		– Sell
-55,297
Closed -$2.3M – 90
2021
Q4 		$2.3M Sell
55,297
-1,833
-3% -$70.7K 1.44% 28
2021
Q3 		$2.03M Sell
57,130
-100
-0.2% -$3.79K 1.32% 28
2021
Q2 		$2.13M Sell
57,230
-500
-0.9% -$18.6K 1.35% 27
2021
Q1 		$2M Buy
+57,730
New +$1.89M 1.35% 28

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

A.D. Beadell Investment Counsel's FE Position: Q1 2022 in Review

A.D. Beadell Investment Counsel sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 55,297 shares — an estimated $2.3M sold.

A.D. Beadell Investment Counsel first reported a position in FE in Q1 2021 and held it in 4 quarters. The position peaked at $2.3M in Q4 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • A.D. Beadell Investment Counsel reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 55,297 FirstEnergy shares in Q1 2022, an estimated $2.3M.
  • A.D. Beadell Investment Counsel first reported a position in FirstEnergy in Q1 2021 and held it in 4 quarters.
  • A.D. Beadell Investment Counsel's FirstEnergy position peaked at $2.3M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on A.D. Beadell Investment Counsel's 13F filing for Q1 2022, filed 12 Apr 2022.