Arlington Partners’s FirstEnergy FE Stock Holding History

Arlington 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
2023 Q4	–	Sell	-467	Closed	-$16K	–	277
2023 Q3	$16K	Hold	467	–	–	0.01%	199
2023 Q2	$18.2K	Buy	+467	New	+$18.3K	﹤0.01%	414
2022 Q1	–	Sell	-97	Closed	-$4K	–	521
2021 Q4	$4K	Buy	+97	New	+$3.74K	﹤0.01%	589
2020 Q1	–	Sell	-350	Closed	-$17K	–	330
2019 Q4	$17K	Hold	350	–	–	0.01%	173
2019 Q3	$17K	Hold	350	–	–	0.01%	144
2019 Q2	$15K	Hold	350	–	–	0.01%	186
2019 Q1	$15K	Hold	350	–	–	0.01%	160
2018 Q4	$13K	Buy	+350	New	+$13.3K	0.01%	165

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Arlington Partners's FE Position: Q4 2023 in Review

Arlington Partners sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 467 shares — an estimated $16K sold.

Arlington Partners first reported a position in FE in Q4 2018 and held it in 8 quarters. The position peaked at $18.2K in Q2 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

Arlington Partners reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 467 FirstEnergy shares in Q4 2023, an estimated $16K.
Arlington Partners first reported a position in FirstEnergy in Q4 2018 and held it in 8 quarters.
Arlington Partners's FirstEnergy position peaked at $18.2K in Q2 2023.
690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.