British Steel Pension Fund’s FirstEnergy FE Stock Holding History

British Steel Pension Fund’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 Q1	–	Sell	-436,645	Closed	-$16.9M	–	23
2020 Q4	$16.9M	Hold	436,645	–	–	4.35%	12
2020 Q3	$16.9M	Hold	436,645	–	–	4.35%	12
2020 Q2	$16.9M	Hold	436,645	–	–	4.35%	12
2020 Q1	$17.5M	Sell	436,645 -13,161	-3%	-$612K	4.98%	9
2019 Q4	$21.9M	Hold	449,806	–	–	3.95%	12
2019 Q3	$21.7M	Buy	449,806 +219,424	+95%	+$9.93M	3.9%	12
2019 Q2	$9.86M	Buy	+230,382	New	+$9.68M	1.49%	20
2014 Q2	–	Sell	-17,768	Closed	-$605K	–	192
2014 Q1	$605K	Sell	17,768 -1,238	-7%	-$39.1K	0.06%	184
2013 Q4	$627K	Sell	19,006 -1,226	-6%	-$43.2K	0.06%	180
2013 Q3	$737K	Sell	20,232 -1,282	-6%	-$48.1K	0.08%	176
2013 Q2	$803K	Buy	+21,514	New	+$905K	0.08%	174

Other funds holding FE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

British Steel Pension Fund's FE Position: Q1 2021 in Review

British Steel Pension Fund sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 436,645 shares — an estimated $16.9M sold.

British Steel Pension Fund first reported a position in FE in Q2 2013 and held it in 11 quarters. The position peaked at $21.9M in Q4 2019. 632 funds tracked by Wall St. Rank hold FE as of Q1 2021.

British Steel Pension Fund reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
British Steel Pension Fund sold 436,645 FirstEnergy shares in Q1 2021, an estimated $16.9M.
British Steel Pension Fund first reported a position in FirstEnergy in Q2 2013 and held it in 11 quarters.
British Steel Pension Fund's FirstEnergy position peaked at $21.9M in Q4 2019.
632 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on British Steel Pension Fund's 13F filing for Q1 2021, filed 14 May 2021.