Burleson & Co’s FirstEnergy FE Stock Holding History

Burleson & Co’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 Q4	$11.5K	Hold	274	–	–	﹤0.01%	258
2022 Q3	$10K	Hold	274	–	–	﹤0.01%	281
2022 Q2	$11K	Sell	274 -26	-9%	-$1.11K	﹤0.01%	262
2022 Q1	$14K	Buy	300 +26	+9%	+$1.1K	﹤0.01%	251
2021 Q4	$11K	Hold	274	–	–	﹤0.01%	259
2021 Q3	$10K	Hold	274	–	–	﹤0.01%	258
2021 Q2	$10K	Hold	274	–	–	﹤0.01%	265
2021 Q1	$10K	Buy	+274	New	+$8.95K	﹤0.01%	253

Other funds holding FE

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Burleson & Co's FE Position: Q4 2022 in Review

Burleson & Co held its FirstEnergy (FE) position steady in Q4 2022 at 274 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Burleson & Co first reported a position in FE in Q1 2021 and has held it in 8 quarters since. The position peaked at $14K in Q1 2022. 717 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Burleson & Co held 274 shares of FirstEnergy worth $11.5K as of Q4 2022.
Burleson & Co left its FirstEnergy share count unchanged in Q4 2022.
FirstEnergy made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #258 holding.
Burleson & Co first reported a position in FirstEnergy in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's FirstEnergy position peaked at $14K in Q1 2022.
717 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.