AIP
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Almanack Investment Partners’s FirstEnergy FE Stock Holding History

Almanack Investment 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
Q4 		– Sell
-5,893
Closed -$218K – 510
2022
Q3 		$218K Buy
5,893
+343
+6% +$13.6K 0.04% 132
2022
Q2 		$213K Sell
5,550
-11
-0.2% -$470 0.02% 394
2022
Q1 		$255K Buy
5,561
+11
+0.2% +$465 0.02% 396
2021
Q4 		$231K Buy
+5,550
New +$214K 0.02% 439
2021
Q3 		– Sell
-5,550
Closed -$207K – 522
2021
Q2 		$207K Buy
+5,550
New +$206K 0.02% 398

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Almanack Investment Partners's FE Position: Q4 2022 in Review

Almanack Investment Partners sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 5,893 shares — an estimated $218K sold.

Almanack Investment Partners first reported a position in FE in Q2 2021 and held it in 5 quarters. The position peaked at $255K in Q1 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Almanack Investment Partners reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 5,893 FirstEnergy shares in Q4 2022, an estimated $218K.
  • Almanack Investment Partners first reported a position in FirstEnergy in Q2 2021 and held it in 5 quarters.
  • Almanack Investment Partners's FirstEnergy position peaked at $255K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.