CSat Investment Advisory’s FirstEnergy FE Stock Holding History

CSat Investment Advisory’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
2021 Q1	$43K	Buy	1,239 +71	+6%	+$2.32K	0.04%	229
2020 Q4	$36K	Sell	1,168 -1,682	-59%	-$50.4K	0.03%	226
2020 Q3	$82K	Buy	2,850 +714	+33%	+$22.4K	0.01%	541
2020 Q2	$83K	Buy	2,136 +1,012	+90%	+$41.8K	0.01%	540
2020 Q1	$45K	Buy	1,124 +81	+8%	+$3.76K	0.01%	552
2019 Q4	$51K	Buy	1,043 +178	+21%	+$8.51K	0.01%	621
2019 Q3	$42K	Hold	865	–	–	0.01%	607
2019 Q2	$37K	Buy	865 +521	+151%	+$21.9K	0.01%	624
2019 Q1	$14K	Buy	344 +4	+1%	+$159	0.01%	377
2018 Q4	$13K	Buy	340 +39	+13%	+$1.48K	0.01%	365
2018 Q3	$11K	Sell	301 -46	-13%	-$1.68K	0.01%	348
2018 Q2	$12K	Buy	+347	New	+$11.9K	0.01%	303
2016 Q3	$623K	Sell	18,838 -15,303	-45%	-$520K	2.33%	21
2016 Q2	$1.19M	Sell	34,141 -5,350	-14%	-$181K	2.5%	21
2016 Q1	$1.42M	Sell	39,491 -50,693	-56%	-$1.7M	2.8%	19
2015 Q4	$2.86M	Buy	90,184 +6,446	+8%	+$203K	2.44%	18
2015 Q3	$2.62M	Sell	83,738 -58,920	-41%	-$1.93M	2.3%	19
2015 Q2	$4.64M	Buy	+142,658	New	+$4.99M	2.17%	21

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CSat Investment Advisory's FE Position: Q1 2021 in Review

CSat Investment Advisory increased its FirstEnergy (FE) stake by 6.1% in Q1 2021, buying an estimated $2.32K and bringing the position to 1,239 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #229.

CSat Investment Advisory first reported a position in FE in Q2 2015 and has held it in 18 quarters since. The position peaked at $4.64M in Q2 2015. 631 funds tracked by Wall St. Rank hold FE as of Q1 2021.

CSat Investment Advisory held 1,239 shares of FirstEnergy worth $43K as of Q1 2021.
CSat Investment Advisory bought 71 FirstEnergy shares in Q1 2021, an estimated $2.32K.
FirstEnergy made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #229 holding.
CSat Investment Advisory first reported a position in FirstEnergy in Q2 2015 and has held it in 18 quarters since.
CSat Investment Advisory's FirstEnergy position peaked at $4.64M in Q2 2015.
631 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.