Bruderman Asset Management’s FirstEnergy FE Stock Holding History

Bruderman Asset 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 Q2	$414K	Sell	10,787 -992	-8%	-$42.3K	0.74%	50
2022 Q1	$542K	Sell	11,779 -14,362	-55%	-$607K	0.82%	46
2021 Q4	$1.09M	Sell	26,141 -83,650	-76%	-$3.23M	0.83%	44
2021 Q3	$3.91M	Buy	109,791 +2,443	+2%	+$92.7K	0.98%	35
2021 Q2	$3.99M	Buy	107,348 +1,895	+2%	+$70.5K	1.24%	31
2021 Q1	$3.66M	Buy	105,453 +4,120	+4%	+$135K	1.02%	32
2020 Q4	$3.1M	Buy	101,333 +4,264	+4%	+$128K	0.9%	39
2020 Q3	$2.79M	Sell	97,069 -3,997	-4%	-$125K	0.91%	37
2020 Q2	$4.03M	Buy	+101,066	New	+$4.18M	1.33%	28

Other funds holding FE

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's FE Position: Q2 2022 in Review

Bruderman Asset Management reduced its FirstEnergy (FE) stake by 8.4% in Q2 2022, selling an estimated $42.3K and leaving 10,787 shares worth $414K. The position accounts for 0.74% of the portfolio, ranked #50.

Bruderman Asset Management first reported a position in FE in Q2 2020 and has held it in 9 quarters since. The position peaked at $4.03M in Q2 2020. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

Bruderman Asset Management held 10,787 shares of FirstEnergy worth $414K as of Q2 2022.
Bruderman Asset Management sold 992 FirstEnergy shares in Q2 2022, an estimated $42.3K.
FirstEnergy made up 0.74% of Bruderman Asset Management's portfolio in Q2 2022, its #50 holding.
Bruderman Asset Management first reported a position in FirstEnergy in Q2 2020 and has held it in 9 quarters since.
Bruderman Asset Management's FirstEnergy position peaked at $4.03M in Q2 2020.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.