CFCI
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Comprehensive Financial Consultants Institutional’s FirstEnergy FE Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-676
Closed -$27K – 253
2021
Q4 		$27K Buy
+676
New +$26.1K 0.02% 280

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FE Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 676 shares — an estimated $27K sold.

Comprehensive Financial Consultants Institutional first reported a position in FE in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 676 FirstEnergy shares in Q1 2022, an estimated $27K.
  • Comprehensive Financial Consultants Institutional first reported a position in FirstEnergy in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's FirstEnergy position peaked at $27K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.