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Buckhead Capital Management’s FirstEnergy FE Stock Holding History

Buckhead Capital 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
2021
Q4 		– Sell
-56,260
Closed -$2M – 146
2021
Q3 		$2M Sell
56,260
-2,400
-4% -$91.1K 0.45% 64
2021
Q2 		$2.18M Sell
58,660
-170
-0.3% -$6.32K 0.48% 60
2021
Q1 		$2.04M Sell
58,830
-655
-1% -$21.4K 0.48% 58
2020
Q4 		$1.82M Buy
59,485
+1,590
+3% +$47.6K 0.45% 57
2020
Q3 		$1.66M Buy
+57,895
New +$1.82M 0.47% 49

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckhead Capital Management's FE Position: Q4 2021 in Review

Buckhead Capital Management sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 56,260 shares — an estimated $2M sold.

Buckhead Capital Management first reported a position in FE in Q3 2020 and held it in 5 quarters. The position peaked at $2.18M in Q2 2021. 697 funds tracked by Wall St. Rank hold FE as of Q4 2021.

  • Buckhead Capital Management reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
  • Buckhead Capital Management sold 56,260 FirstEnergy shares in Q4 2021, an estimated $2M.
  • Buckhead Capital Management first reported a position in FirstEnergy in Q3 2020 and held it in 5 quarters.
  • Buckhead Capital Management's FirstEnergy position peaked at $2.18M in Q2 2021.
  • 697 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on Buckhead Capital Management's 13F filing for Q4 2021, filed 8 Feb 2022.