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Disciplined Investments’s FirstEnergy FE Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-39
Closed -$1.52K – 599
2023
Q2 		$1.52K Sell
39
-3
-7% -$118 ﹤0.01% 776
2023
Q1 		$1.68K Buy
42
+8
+24% +$323 ﹤0.01% 741
2022
Q4 		$1.43K Sell
34
-11
-24% -$430 ﹤0.01% 751
2022
Q3 		$2K Buy
45
+12
+36% +$474 ﹤0.01% 628
2022
Q2 		$1K Sell
33
-6
-15% -$256 ﹤0.01% 906
2022
Q1 		$2K Buy
+39
New +$1.65K ﹤0.01% 689

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's FE Position: Q3 2023 in Review

Disciplined Investments sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 39 shares — an estimated $1.52K sold.

Disciplined Investments first reported a position in FE in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Disciplined Investments reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 39 FirstEnergy shares in Q3 2023, an estimated $1.52K.
  • Disciplined Investments first reported a position in FirstEnergy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's FirstEnergy position peaked at $2K in Q3 2022.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.