Berman Capital Advisors’s FirstEnergy FE Stock Holding History

Berman Capital 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
2021 Q3	$107K	Buy	3,020 +1,071	+55%	+$40.6K	0.02%	417
2021 Q2	$72K	Buy	1,949 +690	+55%	+$25.7K	0.01%	458
2021 Q1	$43K	Buy	1,259 +39	+3%	+$1.27K	0.01%	531
2020 Q4	$37K	Sell	1,220 -111	-8%	-$3.33K	0.01%	488
2020 Q3	$37K	Buy	1,331 +224	+20%	+$7.03K	0.01%	421
2020 Q2	$42K	Buy	1,107 +34	+3%	+$1.41K	0.01%	357
2020 Q1	$42K	Buy	1,073 +754	+236%	+$35K	0.01%	321
2019 Q4	$15K	Buy	319 +2	+0.6%	+$96	﹤0.01%	614
2019 Q3	$15K	Buy	317 +1	+0.3%	+$45	﹤0.01%	586
2019 Q2	$13K	Buy	316 +139	+79%	+$5.84K	﹤0.01%	636
2019 Q1	$7K	Hold	177	–	–	﹤0.01%	758
2018 Q4	$6K	Buy	+177	New	+$6.71K	﹤0.01%	621

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's FE Position: Q3 2021 in Review

Berman Capital Advisors increased its FirstEnergy (FE) stake by 55% in Q3 2021, buying an estimated $40.6K and bringing the position to 3,020 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #417.

Berman Capital Advisors first reported a position in FE in Q4 2018 and has held it in 12 quarters since. 640 funds tracked by Wall St. Rank hold FE as of Q3 2021.

Berman Capital Advisors held 3,020 shares of FirstEnergy worth $107K as of Q3 2021.
Berman Capital Advisors bought 1,071 FirstEnergy shares in Q3 2021, an estimated $40.6K.
FirstEnergy made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #417 holding.
Berman Capital Advisors first reported a position in FirstEnergy in Q4 2018 and has held it in 12 quarters since.
640 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.