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Clear Perspectives Financial Planning’s FirstEnergy FE Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q2 		– Sell
-71
Closed -$3K – 218
2022
Q1 		$3K Hold
71
– – ﹤0.01% 197
2021
Q4 		$3K Buy
71
+1
+1% +$39 ﹤0.01% 207
2021
Q3 		$2K Buy
+70
New +$2.66K ﹤0.01% 200

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Clear Perspectives Financial Planning's FE Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 71 shares — an estimated $3K sold.

Clear Perspectives Financial Planning first reported a position in FE in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • Clear Perspectives Financial Planning reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 71 FirstEnergy shares in Q2 2022, an estimated $3K.
  • Clear Perspectives Financial Planning first reported a position in FirstEnergy in Q3 2021 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's FirstEnergy position peaked at $3K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.