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Bellwether Advisors’s FirstEnergy FE Stock Holding History

Bellwether 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
2022
Q3 		– Sell
-39,025
Closed -$1.5M – 483
2022
Q2 		$1.5M Buy
39,025
+38,943
+47,491% +$1.66M 0.48% 45
2022
Q1 		$3K Sell
82
-536
-87% -$22.7K ﹤0.01% 414
2021
Q4 		$25K Sell
618
-37,462
-98% -$1.44M 0.01% 250
2021
Q3 		$1.36M Buy
+38,080
New +$1.45M 0.45% 46

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellwether Advisors's FE Position: Q3 2022 in Review

Bellwether Advisors sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 39,025 shares — an estimated $1.5M sold.

Bellwether Advisors first reported a position in FE in Q3 2021 and held it in 4 quarters. The position peaked at $1.5M in Q2 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Bellwether Advisors reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Bellwether Advisors sold 39,025 FirstEnergy shares in Q3 2022, an estimated $1.5M.
  • Bellwether Advisors first reported a position in FirstEnergy in Q3 2021 and held it in 4 quarters.
  • Bellwether Advisors's FirstEnergy position peaked at $1.5M in Q2 2022.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Bellwether Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.