CCMG
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Clark Capital Management Group’s FirstEnergy FE Stock Holding History

Clark Capital Management Group’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
-966,431
Closed -$37.5M – 318
2020
Q2 		$37.5M Buy
966,431
+341,465
+55% +$14.1M 0.7% 31
2020
Q1 		$25M Buy
+624,966
New +$29M 0.64% 49

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

Clark Capital Management Group's FE Position: Q3 2020 in Review

Clark Capital Management Group sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 966,431 shares — an estimated $37.5M sold.

Clark Capital Management Group first reported a position in FE in Q1 2020 and held it in 2 quarters. The position peaked at $37.5M in Q2 2020. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Clark Capital Management Group reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Clark Capital Management Group sold 966,431 FirstEnergy shares in Q3 2020, an estimated $37.5M.
  • Clark Capital Management Group first reported a position in FirstEnergy in Q1 2020 and held it in 2 quarters.
  • Clark Capital Management Group's FirstEnergy position peaked at $37.5M in Q2 2020.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Clark Capital Management Group's 13F filing for Q3 2020, filed 12 Nov 2020.