BWM
FE icon

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
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