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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centerpoint Advisors's FE Position: Q1 2023 in Review

Centerpoint Advisors sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 150 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in FE in Q4 2017 and held it in 21 quarters. The position peaked at $16K in Q4 2019. 714 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Centerpoint Advisors reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Centerpoint Advisors sold 150 FirstEnergy shares in Q1 2023, an estimated $6K.
Centerpoint Advisors first reported a position in FirstEnergy in Q4 2017 and held it in 21 quarters.
Centerpoint Advisors's FirstEnergy position peaked at $16K in Q4 2019.
714 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Centerpoint Advisors's 13F filing for Q1 2023, filed 3 May 2023.