Centerpoint Advisors’s FirstEnergy FE Stock Holding History

Centerpoint 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
2023 Q1	–	Sell	-150	Closed	-$6K	–	586
2022 Q4	$6K	Hold	150	–	–	﹤0.01%	339
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	247
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	255
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	248
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	260
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	228
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	227
2021 Q1	$5K	Sell	150 -188	-56%	-$6.14K	﹤0.01%	205
2020 Q4	$10K	Hold	338	–	–	0.01%	158
2020 Q3	$10K	Hold	338	–	–	0.01%	147
2020 Q2	$13K	Hold	338	–	–	0.01%	143
2020 Q1	$14K	Hold	338	–	–	0.01%	129
2019 Q4	$16K	Hold	338	–	–	0.01%	148
2019 Q3	$16K	Hold	338	–	–	0.01%	138
2019 Q2	$14K	Hold	338	–	–	0.01%	143
2019 Q1	$14K	Hold	338	–	–	0.01%	143
2018 Q4	$13K	Hold	338	–	–	0.01%	145
2018 Q3	$13K	Hold	338	–	–	0.01%	142
2018 Q2	$12K	Hold	338	–	–	0.01%	169
2018 Q1	$11K	Hold	338	–	–	0.01%	156
2017 Q4	$10K	Buy	+338	New	+$11K	0.01%	142

Other funds holding FE

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

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return