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Burney Company’s FirstEnergy FE Stock Holding History

Burney Company’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
2020
Q4 		– Sell
-7,277
Closed -$209K – 531
2020
Q3 		$209K Buy
7,277
+19
+0.3% +$596 0.01% 471
2020
Q2 		$281K Hold
7,258
– – 0.02% 413
2020
Q1 		$291K Sell
7,258
-50
-0.7% -$2.32K 0.02% 359
2019
Q4 		$355K Sell
7,308
-57
-0.8% -$2.72K 0.02% 375
2019
Q3 		$355K Sell
7,365
-522
-7% -$23.6K 0.02% 354
2019
Q2 		$338K Buy
7,887
+239
+3% +$10K 0.02% 371
2019
Q1 		$318K Sell
7,648
-94
-1% -$3.73K 0.02% 375
2018
Q4 		$291K Sell
7,742
-250
-3% -$9.47K 0.02% 367
2018
Q3 		$297K Sell
7,992
-140
-2% -$5.12K 0.02% 380
2018
Q2 		$292K Sell
8,132
-316
-4% -$10.8K 0.02% 369
2018
Q1 		$287K Sell
8,448
-300
-3% -$9.63K 0.02% 342
2017
Q4 		$268K Hold
8,748
– – 0.02% 364
2017
Q3 		$263K Buy
8,748
+116
+1% +$3.65K 0.02% 344
2017
Q2 		$249K Sell
8,632
-118
-1% -$3.5K 0.02% 351
2017
Q1 		$278K Sell
8,750
-1,336
-13% -$41.2K 0.02% 327
2016
Q4 		$312K Buy
10,086
+108
+1% +$3.46K 0.02% 313
2016
Q3 		$335K Buy
+9,978
New +$339K 0.02% 304
2015
Q2 		– Sell
-8,976
Closed -$315K – 408
2015
Q1 		$315K Sell
8,976
-110
-1% -$4.11K 0.02% 328
2014
Q4 		$354K Sell
9,086
-91
-1% -$3.34K 0.03% 304
2014
Q3 		$308K Sell
9,177
-374
-4% -$12.4K 0.03% 329
2014
Q2 		$332K Sell
9,551
-193
-2% -$6.5K 0.03% 330
2014
Q1 		$332K Sell
9,744
-1,992
-17% -$63K 0.03% 325
2013
Q4 		$387K Buy
11,736
+2,129
+22% +$75K 0.04% 310
2013
Q3 		$350K Sell
9,607
-197
-2% -$7.4K 0.04% 315
2013
Q2 		$366K Buy
+9,804
New +$412K 0.05% 299

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Burney Company's FE Position: Q4 2020 in Review

Burney Company sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 7,277 shares — an estimated $209K sold.

Burney Company first reported a position in FE in Q2 2013 and held it in 25 quarters. The position peaked at $387K in Q4 2013. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Burney Company reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Burney Company sold 7,277 FirstEnergy shares in Q4 2020, an estimated $209K.
  • Burney Company first reported a position in FirstEnergy in Q2 2013 and held it in 25 quarters.
  • Burney Company's FirstEnergy position peaked at $387K in Q4 2013.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Burney Company's 13F filing for Q4 2020, filed 11 Feb 2021.