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Barrett Asset Management’s FirstEnergy FE Stock Holding History

Barrett Asset Management’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
Q3 		– Sell
-47
Closed -$2K – 492
2021
Q2 		$2K Hold
47
– – ﹤0.01% 452
2021
Q1 		$2K Hold
47
– – ﹤0.01% 438
2020
Q4 		$1K Hold
47
– – ﹤0.01% 413
2020
Q3 		$1K Hold
47
– – ﹤0.01% 374
2020
Q2 		$2K Hold
47
– – ﹤0.01% 378
2020
Q1 		$2K Hold
47
– – ﹤0.01% 338
2019
Q4 		$2K Hold
47
– – ﹤0.01% 363
2019
Q3 		$2K Hold
47
– – ﹤0.01% 347
2019
Q2 		$2K Buy
+47
New +$1.98K ﹤0.01% 352
2013
Q4 		– Sell
-645
Closed -$24K – 328
2013
Q3 		$24K Hold
645
– – ﹤0.01% 265
2013
Q2 		$24K Buy
+645
New +$27.1K ﹤0.01% 261

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return