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Dixon Hughes Goodman Wealth Advisors’s FirstEnergy FE Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$25K Buy
551
+445
+420% +$18.8K 0.01% 406
2021
Q4 		$4K Buy
+106
New +$4.09K ﹤0.01% 583

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 $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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's FE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its FirstEnergy (FE) stake by 420% in Q1 2022, buying an estimated $18.8K and bringing the position to 551 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #406.

Dixon Hughes Goodman Wealth Advisors first reported a position in FE in Q4 2021 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 551 shares of FirstEnergy worth $25K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 445 FirstEnergy shares in Q1 2022, an estimated $18.8K.
  • FirstEnergy made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #406 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in FirstEnergy in Q4 2021 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.