Axa
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Axa’s FirstEnergy FE Stock Holding History

Axa’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
2020
Q4 		– Sell
-360
Closed -$10K – 1290
2020
Q3 		$10K Buy
+360
New +$11.3K ﹤0.01% 1283
2019
Q1 		– Sell
-6,549
Closed -$246K – 1333
2018
Q4 		$246K Hold
6,549
– – ﹤0.01% 1203
2018
Q3 		$243K Sell
6,549
-10,800
-62% -$395K ﹤0.01% 1271
2018
Q2 		$623K Sell
17,349
-10,081
-37% -$345K ﹤0.01% 1097
2018
Q1 		$933K Sell
27,430
-568,000
-95% -$18.2M ﹤0.01% 1020
2017
Q4 		$18.2M Sell
595,430
-435,000
-42% -$14.1M 0.07% 321
2017
Q3 		$31.8M Buy
1,030,430
+1,016,969
+7,555% +$32M 0.14% 213
2017
Q2 		$393K Sell
13,461
-235,300
-95% -$6.99M ﹤0.01% 1095
2017
Q1 		$7.92M Buy
+248,761
New +$7.67M 0.04% 475
2016
Q3 		– Sell
-1,500
Closed -$52K – 1240
2016
Q2 		$52K Hold
1,500
– – ﹤0.01% 1295
2016
Q1 		$54K Hold
1,500
– – ﹤0.01% 1240
2015
Q4 		$48K Sell
1,500
-53,740
-97% -$1.69M ﹤0.01% 1299
2015
Q3 		$1.73M Buy
+55,240
New +$1.81M 0.01% 795
2015
Q2 		– Sell
-14,000
Closed -$491K – 1427
2015
Q1 		$491K Sell
14,000
-2,090,970
-99% -$78.2M ﹤0.01% 1099
2014
Q4 		$82.1M Buy
2,104,970
+1,871,670
+802% +$68.6M 0.33% 74
2014
Q3 		$7.83M Hold
233,300
– – 0.03% 430
2014
Q2 		$8.1M Sell
233,300
-110,100
-32% -$3.71M 0.03% 433
2014
Q1 		$11.7M Buy
343,400
+215,200
+168% +$6.8M 0.05% 350
2013
Q4 		$4.23M Buy
128,200
+122,800
+2,274% +$4.33M 0.02% 564
2013
Q3 		$197K Sell
5,400
-61,800
-92% -$2.32M ﹤0.01% 1143
2013
Q2 		$2.51M Buy
+67,200
New +$2.83M 0.01% 650

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Axa's FE Position: Q4 2020 in Review

Axa sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 360 shares — an estimated $10K sold.

Axa first reported a position in FE in Q2 2013 and held it in 21 quarters. The position peaked at $82.1M in Q4 2014. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Axa reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Axa sold 360 FirstEnergy shares in Q4 2020, an estimated $10K.
  • Axa first reported a position in FirstEnergy in Q2 2013 and held it in 21 quarters.
  • Axa's FirstEnergy position peaked at $82.1M in Q4 2014.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Axa's 13F filing for Q4 2020, filed 12 Feb 2021.