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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 $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return