AP
FE icon

Advisor Partners’s FirstEnergy FE Stock Holding History

Advisor Partners’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
Q2 		$413K Buy
10,771
+229
+2% +$9.78K 0.03% 538
2022
Q1 		$483K Buy
10,542
+75
+0.7% +$3.17K 0.03% 526
2021
Q4 		$436K Buy
10,467
+469
+5% +$18.1K 0.03% 551
2021
Q3 		$356K Sell
9,998
-2,094
-17% -$79.5K 0.02% 583
2021
Q2 		$450K Buy
12,092
+14
+0.1% +$521 0.03% 535
2021
Q1 		$419K Buy
12,078
+741
+7% +$24.2K 0.03% 525
2020
Q4 		$347K Sell
11,337
-575
-5% -$17.2K 0.03% 552
2020
Q3 		$342K Buy
11,912
+3,604
+43% +$113K 0.03% 494
2020
Q2 		$322K Sell
8,308
-955
-10% -$39.5K 0.03% 499
2020
Q1 		$371K Buy
9,263
+1,431
+18% +$66.5K 0.04% 382
2019
Q4 		$379K Buy
7,832
+706
+10% +$33.7K 0.04% 412
2019
Q3 		$344K Buy
7,126
+1,403
+25% +$63.5K 0.04% 421
2019
Q2 		$245K Buy
5,723
+202
+4% +$8.49K 0.03% 538
2019
Q1 		$230K Buy
+5,521
New +$219K 0.03% 541

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's FE Position: Q2 2022 in Review

Advisor Partners increased its FirstEnergy (FE) stake by 2.2% in Q2 2022, buying an estimated $9.78K and bringing the position to 10,771 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #538.

Advisor Partners first reported a position in FE in Q1 2019 and has held it in 14 quarters since. The position peaked at $483K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • Advisor Partners held 10,771 shares of FirstEnergy worth $413K as of Q2 2022.
  • Advisor Partners bought 229 FirstEnergy shares in Q2 2022, an estimated $9.78K.
  • FirstEnergy made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #538 holding.
  • Advisor Partners first reported a position in FirstEnergy in Q1 2019 and has held it in 14 quarters since.
  • Advisor Partners's FirstEnergy position peaked at $483K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.