Alpha Cubed Investments’s FirstEnergy FE Stock Holding History

Alpha Cubed Investments’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 Q3	–	Sell	-10,000	Closed	-$384K	–	285
2022 Q2	$384K	Sell	10,000 -2,000	-17%	-$85.4K	0.03%	193
2022 Q1	$550K	Buy	12,000 +1,000	+9%	+$42.3K	0.04%	183
2021 Q4	$457K	Hold	11,000	–	–	0.03%	182
2021 Q3	$392K	Hold	11,000	–	–	0.03%	184
2021 Q2	$409K	Hold	11,000	–	–	0.03%	184
2021 Q1	$382K	Hold	11,000	–	–	0.03%	184
2020 Q4	$337K	Buy	+11,000	New	+$330K	0.03%	188
2018 Q4	–	Sell	-7,225	Closed	-$281K	–	256
2018 Q3	$281K	Buy	+7,225	New	+$264K	0.03%	245

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha Cubed Investments's FE Position: Q3 2022 in Review

Alpha Cubed Investments sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 10,000 shares — an estimated $384K sold.

Alpha Cubed Investments first reported a position in FE in Q3 2018 and held it in 8 quarters. The position peaked at $550K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

Alpha Cubed Investments reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
Alpha Cubed Investments sold 10,000 FirstEnergy shares in Q3 2022, an estimated $384K.
Alpha Cubed Investments first reported a position in FirstEnergy in Q3 2018 and held it in 8 quarters.
Alpha Cubed Investments's FirstEnergy position peaked at $550K in Q1 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Alpha Cubed Investments's 13F filing for Q3 2022, filed 4 Nov 2022.