AWM
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Accel Wealth Management’s FirstEnergy FE Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-1,698
Closed -$68K – 399
2023
Q1 		$68K Buy
1,698
+7
+0.4% +$283 0.03% 409
2022
Q4 		$70.9K Buy
1,691
+7
+0.4% +$274 0.03% 300
2022
Q3 		$66K Buy
1,684
+17
+1% +$672 0.04% 319
2022
Q2 		$62K Buy
1,667
+15
+0.9% +$640 0.04% 312
2022
Q1 		$77K Buy
1,652
+20
+1% +$846 0.04% 291
2021
Q4 		$68K Buy
1,632
+916
+128% +$35.3K 0.03% 324
2021
Q3 		$25K Sell
716
-892
-55% -$33.9K 0.02% 453
2021
Q2 		$60K Buy
1,608
+7
+0.4% +$260 0.04% 310
2021
Q1 		$56K Buy
1,601
+8
+0.5% +$261 0.05% 295
2020
Q4 		$49K Buy
+1,593
New +$47.7K 0.05% 297

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's FE Position: Q2 2023 in Review

Accel Wealth Management sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 1,698 shares — an estimated $68K sold.

Accel Wealth Management first reported a position in FE in Q4 2020 and held it in 10 quarters. The position peaked at $77K in Q1 2022. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

  • Accel Wealth Management reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,698 FirstEnergy shares in Q2 2023, an estimated $68K.
  • Accel Wealth Management first reported a position in FirstEnergy in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's FirstEnergy position peaked at $77K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.