Certified Advisory Corp’s FirstEnergy FE Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-679	Closed	-$26.4K	–	288
2023 Q2	$26.4K	Sell	679 -53	-7%	-$2.08K	﹤0.01%	240
2023 Q1	$29.3K	Buy	+732	New	+$29.6K	0.01%	253
2021 Q2	–	Sell	-413	Closed	-$14K	–	381
2021 Q1	$14K	Buy	+413	New	+$13.5K	﹤0.01%	551
2019 Q4	–	Sell	-5	Closed	–	–	810
2019 Q3	$0	Hold	5	–	–	﹤0.01%	797
2019 Q2	$0	Buy	5 +1	+25%	+$42	﹤0.01%	806
2019 Q1	$0	Hold	4	–	–	﹤0.01%	748
2018 Q4	$0	Hold	4	–	–	﹤0.01%	758
2018 Q3	$0	Hold	4	–	–	﹤0.01%	779
2018 Q2	$0	Hold	4	–	–	﹤0.01%	774
2018 Q1	$0	Hold	4	–	–	﹤0.01%	751
2017 Q4	$0	Buy	+4	New	+$130	﹤0.01%	700

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Certified Advisory Corp's FE Position: Q3 2023 in Review

Certified Advisory Corp sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 679 shares — an estimated $26.4K sold.

Certified Advisory Corp first reported a position in FE in Q4 2017 and held it in 11 quarters. The position peaked at $29.3K in Q1 2023. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

Certified Advisory Corp reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
Certified Advisory Corp sold 679 FirstEnergy shares in Q3 2023, an estimated $26.4K.
Certified Advisory Corp first reported a position in FirstEnergy in Q4 2017 and held it in 11 quarters.
Certified Advisory Corp's FirstEnergy position peaked at $29.3K in Q1 2023.
663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Certified Advisory Corp's 13F filing for Q3 2023, filed 13 Nov 2023.