DC Investments Management’s FirstEnergy FE Stock Holding History

DC Investments 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
2022 Q2	–	Sell	-31,923	Closed	-$1.46M	–	48
2022 Q1	$1.46M	Buy	31,923 +480	+2%	+$20.3K	2.54%	14
2021 Q4	$1.31M	Hold	31,443	–	–	1.86%	17
2021 Q3	$1.12M	Hold	31,443	–	–	2.09%	17
2021 Q2	$1.17M	Hold	31,443	–	–	2.75%	9
2021 Q1	$1.09M	Buy	+31,443	New	+$1.03M	2.7%	14
2020 Q3	–	Sell	-8,302	Closed	-$322K	–	149
2020 Q2	$322K	Sell	8,302 -5,400	-39%	-$223K	0.12%	167
2020 Q1	$549K	Buy	13,702 +3,030	+28%	+$141K	0.45%	53
2019 Q4	$519K	Buy	10,672 +2,792	+35%	+$133K	0.4%	103
2019 Q3	$380K	Sell	7,880 -1,064	-12%	-$48.2K	0.22%	202
2019 Q2	$383K	Buy	+8,944	New	+$376K	0.21%	199

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

DC Investments Management's FE Position: Q2 2022 in Review

DC Investments Management sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 31,923 shares — an estimated $1.46M sold.

DC Investments Management first reported a position in FE in Q2 2019 and held it in 10 quarters. The position peaked at $1.46M in Q1 2022. 684 funds tracked by Wall St. Rank hold FE as of Q2 2022.

DC Investments Management reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
DC Investments Management sold 31,923 FirstEnergy shares in Q2 2022, an estimated $1.46M.
DC Investments Management first reported a position in FirstEnergy in Q2 2019 and held it in 10 quarters.
DC Investments Management's FirstEnergy position peaked at $1.46M in Q1 2022.
684 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on DC Investments Management's 13F filing for Q2 2022, filed 12 Aug 2022.