AWA
FE icon

Arete Wealth Advisors’s FirstEnergy FE Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-11,810
Closed -$473K – 700
2023
Q1 		$473K Buy
11,810
+190
+2% +$7.67K 0.04% 359
2022
Q4 		$487M Buy
11,620
+3,310
+40% +$129K 0.04% 331
2022
Q3 		$307K Buy
+8,310
New +$328K 0.03% 398
2022
Q2 		– Sell
-62,240
Closed -$1.05M – 491
2022
Q1 		$1.05M Buy
+62,240
New +$2.63M 0.09% 174
2020
Q1 		– Sell
-4,927
Closed -$239K – 366
2019
Q4 		$239K Sell
4,927
-1,777
-27% -$84.9K 0.04% 337
2019
Q3 		$323K Buy
+6,704
New +$303K 0.06% 280

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 $5.7T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return