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Buckingham Strategic Wealth’s FirstEnergy FE Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$373K Buy
9,739
+576
+6% +$22.3K ﹤0.01% 538
2024
Q1 		$354K Buy
9,163
+1,816
+25% +$67.9K ﹤0.01% 545
2023
Q4 		$269K Buy
7,347
+554
+8% +$20.1K ﹤0.01% 596
2023
Q3 		$232K Sell
6,793
-138
-2% -$5.13K ﹤0.01% 595
2023
Q2 		$269K Buy
6,931
+1,807
+35% +$70.9K ﹤0.01% 554
2023
Q1 		$215K Hold
5,124
– – ﹤0.01% 554
2022
Q4 		$215K Buy
+5,124
New +$200K ﹤0.01% 556
2022
Q2 		– Sell
-5,221
Closed -$239K – 623
2022
Q1 		$239K Hold
5,221
– – ﹤0.01% 526
2021
Q4 		$217K Buy
+5,221
New +$201K ﹤0.01% 547
2021
Q3 		– Sell
-5,522
Closed -$205K – 599
2021
Q2 		$205K Buy
+5,522
New +$205K ﹤0.01% 564
2020
Q3 		– Sell
-5,397
Closed -$209K – 483
2020
Q2 		$209K Sell
5,397
-414
-7% -$17.1K 0.02% 371
2020
Q1 		$233K Buy
5,811
+122
+2% +$5.67K 0.02% 397
2019
Q4 		$276K Sell
5,689
-644
-10% -$30.8K 0.03% 378
2019
Q3 		$305K Sell
6,333
-447
-7% -$20.2K 0.03% 323
2019
Q2 		$290K Sell
6,780
-928
-12% -$39K 0.03% 352
2019
Q1 		$321K Buy
7,708
+35
+0.5% +$1.39K 0.04% 303
2018
Q4 		$288K Buy
+7,673
New +$291K 0.04% 274

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckingham Strategic Wealth's FE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its FirstEnergy (FE) stake by 6.3% in Q2 2024, buying an estimated $22.3K and bringing the position to 9,739 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Buckingham Strategic Wealth first reported a position in FE in Q4 2018 and has held it in 17 quarters since. 729 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Buckingham Strategic Wealth held 9,739 shares of FirstEnergy worth $373K as of Q2 2024.
  • Buckingham Strategic Wealth bought 576 FirstEnergy shares in Q2 2024, an estimated $22.3K.
  • FirstEnergy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #538 holding.
  • Buckingham Strategic Wealth first reported a position in FirstEnergy in Q4 2018 and has held it in 17 quarters since.
  • 729 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.