Curi Wealth Management’s FirstEnergy FE Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-5,765	Closed	-$242K	–	174
2022 Q4	$242K	Buy	+5,765	New	+$225K	0.03%	165
2022 Q3	–	Sell	-1,000	Closed	-$38K	–	371
2022 Q2	$38K	Hold	1,000	–	–	0.01%	248
2022 Q1	$45K	Hold	1,000	–	–	0.01%	226
2021 Q4	$41K	Buy	+1,000	New	+$38.6K	0.01%	195
2021 Q1	–	Sell	-1,000	Closed	-$30K	–	234
2020 Q4	$30K	Buy	+1,000	New	+$30K	0.02%	180

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Curi Wealth Management's FE Position: Q1 2023 in Review

Curi Wealth Management sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 5,765 shares — an estimated $242K sold.

Curi Wealth Management first reported a position in FE in Q4 2020 and held it in 5 quarters. The position peaked at $242K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Curi Wealth Management reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 5,765 FirstEnergy shares in Q1 2023, an estimated $242K.
Curi Wealth Management first reported a position in FirstEnergy in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's FirstEnergy position peaked at $242K in Q4 2022.
713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.