BerganKDV Wealth Management’s FirstEnergy FE Stock Holding History

BerganKDV Wealth 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
2022 Q3	–	Sell	-73	Closed	-$3K	–	997
2022 Q2	$3K	Hold	73	–	–	﹤0.01%	766
2022 Q1	$3K	Hold	73	–	–	﹤0.01%	798
2021 Q4	$3K	Hold	73	–	–	﹤0.01%	857
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	820
2021 Q2	$3K	Hold	73	–	–	﹤0.01%	760
2021 Q1	$3K	Hold	73	–	–	﹤0.01%	731
2020 Q4	$2K	Buy	+73	New	+$2.19K	﹤0.01%	775
2020 Q2	–	Sell	-50	Closed	-$2K	–	998
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	731
2019 Q4	$2K	Buy	+50	New	+$2.39K	﹤0.01%	766

Other funds holding FE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's FE Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 73 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in FE in Q4 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

BerganKDV Wealth Management reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 73 FirstEnergy shares in Q3 2022, an estimated $3K.
BerganKDV Wealth Management first reported a position in FirstEnergy in Q4 2019 and held it in 9 quarters.
BerganKDV Wealth Management's FirstEnergy position peaked at $3K in Q2 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.