AIM
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Achmea Investment Management’s FirstEnergy FE Stock Holding History

Achmea Investment 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
Q3 		– Sell
-1,210
Closed -$47K – 551
2023
Q2 		$47K Hold
1,210
– – ﹤0.01% 568
2023
Q1 		$49K Hold
1,210
– – ﹤0.01% 532
2022
Q4 		$48K Hold
1,210
– – ﹤0.01% 569
2022
Q3 		$45K Sell
1,210
-498
-29% -$19.7K ﹤0.01% 568
2022
Q2 		$66K Hold
1,708
– – ﹤0.01% 547
2022
Q1 		$78K Buy
1,708
+1,011
+145% +$42.8K ﹤0.01% 561
2021
Q4 		$28K Hold
697
– – ﹤0.01% 330
2021
Q3 		$24K Buy
+697
New +$26.5K ﹤0.01% 575
2020
Q1 		– Sell
-134,896
Closed -$6.56M – 360
2019
Q4 		$6.56M Sell
134,896
-23,705
-15% -$1.13M 0.25% 97
2019
Q3 		$7.65M Hold
158,601
– – 0.3% 77
2019
Q2 		$6.79M Sell
158,601
-2,063
-1% -$86.7K 0.26% 98
2019
Q1 		$6.69M Sell
160,664
-7,182
-4% -$285K 0.28% 86
2018
Q4 		$6.3M Buy
167,846
+54,277
+48% +$2.06M 0.29% 84
2018
Q3 		$4.22M Sell
113,569
-13,207
-10% -$483K 0.16% 154
2018
Q2 		$4.55M Buy
126,776
+22,287
+21% +$763K 0.16% 167
2018
Q1 		$3.55M Hold
104,489
– – 0.12% 201
2017
Q4 		$3.2M Buy
104,489
+53,145
+104% +$1.73M 0.11% 234
2017
Q3 		$1.58M Buy
51,344
+33,419
+186% +$1.05M 0.09% 266
2017
Q2 		$522K Sell
17,925
-57,107
-76% -$1.7M 0.03% 405
2017
Q1 		$2.39M Buy
+75,032
New +$2.31M 0.11% 239

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Achmea Investment Management's FE Position: Q3 2023 in Review

Achmea Investment Management sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 1,210 shares — an estimated $47K sold.

Achmea Investment Management first reported a position in FE in Q1 2017 and held it in 20 quarters. The position peaked at $7.65M in Q3 2019. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Achmea Investment Management reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • Achmea Investment Management sold 1,210 FirstEnergy shares in Q3 2023, an estimated $47K.
  • Achmea Investment Management first reported a position in FirstEnergy in Q1 2017 and held it in 20 quarters.
  • Achmea Investment Management's FirstEnergy position peaked at $7.65M in Q3 2019.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.