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American Investment Services’s FirstEnergy FE Stock Holding History

American Investment Services’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
2021
Q1 		– Sell
-16,583
Closed -$508K – 131
2020
Q4 		$508K Sell
16,583
-10,735
-39% -$322K 0.15% 73
2020
Q3 		$784K Hold
27,318
– – 0.26% 62
2020
Q2 		$1.06M Hold
27,318
– – 0.37% 43
2020
Q1 		$1.09M Sell
27,318
-27
-0.1% -$1.25K 0.42% 37
2019
Q4 		$1.33M Buy
27,345
+27
+0.1% +$1.29K 0.4% 37
2019
Q3 		$1.32M Hold
27,318
– – 0.41% 37
2019
Q2 		$1.17M Hold
27,318
– – 0.37% 40
2019
Q1 		$1.14M Buy
+27,318
New +$1.09M 0.36% 35

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Investment Services's FE Position: Q1 2021 in Review

American Investment Services sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 16,583 shares — an estimated $508K sold.

American Investment Services first reported a position in FE in Q1 2019 and held it in 8 quarters. The position peaked at $1.33M in Q4 2019. 630 funds tracked by Wall St. Rank hold FE as of Q1 2021.

  • American Investment Services reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
  • American Investment Services sold 16,583 FirstEnergy shares in Q1 2021, an estimated $508K.
  • American Investment Services first reported a position in FirstEnergy in Q1 2019 and held it in 8 quarters.
  • American Investment Services's FirstEnergy position peaked at $1.33M in Q4 2019.
  • 630 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.