BWA
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Burt Wealth Advisors’s FirstEnergy FE Stock Holding History

Burt Wealth Advisors’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
Q3 		– Sell
-173
Closed -$7K – 413
2020
Q2 		$7K Hold
173
– – ﹤0.01% 280
2020
Q1 		$7K Buy
+173
New +$8.04K ﹤0.01% 285
2017
Q1 		– Sell
-1
Closed -$1K – 361
2016
Q4 		$1K Hold
1
– – ﹤0.01% 370
2016
Q3 		$1K Hold
1
– – ﹤0.01% 368
2016
Q2 		$1K Hold
1
– – ﹤0.01% 380
2016
Q1 		$1K Hold
1
– – ﹤0.01% 501
2015
Q4 		$1K Hold
1
– – ﹤0.01% 490
2015
Q3 		$0 Hold
1
– – ﹤0.01% 404
2015
Q2 		$1K Hold
1
– – ﹤0.01% 367
2015
Q1 		$0 Hold
1
– – ﹤0.01% 356
2014
Q4 		$1K Buy
+1
New +$37 ﹤0.01% 332

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return