Donoghue Forlines’s FirstEnergy FE Stock Holding History

Donoghue Forlines’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	-23,945	Closed	-$1M	–	234
2022 Q4	$1M	Buy	23,945 +12,150	+103%	+$475K	0.36%	88
2022 Q3	$436K	Sell	11,795 -400	-3%	-$15.8K	0.16%	117
2022 Q2	$468K	Sell	12,195 -31,937	-72%	-$1.36M	0.12%	232
2022 Q1	$2.02M	Buy	+44,132	New	+$1.87M	0.44%	43
2019 Q2	–	Sell	-64,827	Closed	-$2.7M	–	179
2019 Q1	$2.7M	Buy	+64,827	New	+$2.58M	0.27%	64
2018 Q4	–	Sell	-428,913	Closed	-$15.9M	–	71
2018 Q3	$15.9M	Sell	428,913 -63,343	-13%	-$2.31M	1.24%	13
2018 Q2	$17.7M	Sell	492,256 -55,813	-10%	-$1.91M	1.46%	13
2018 Q1	$18.6M	Buy	548,069 +4,389	+0.8%	+$141K	1.62%	8
2017 Q4	$16.6M	Sell	543,680 -28,309	-5%	-$920K	1.26%	55
2017 Q3	$17.6M	Buy	571,989 +23,978	+4%	+$755K	1.86%	14
2017 Q2	$16M	Buy	+548,011	New	+$16.3M	1.81%	30

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

Donoghue Forlines's FE Position: Q1 2023 in Review

Donoghue Forlines sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 23,945 shares — an estimated $1M sold.

Donoghue Forlines first reported a position in FE in Q2 2017 and held it in 11 quarters. The position peaked at $18.6M in Q1 2018. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Donoghue Forlines reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Donoghue Forlines sold 23,945 FirstEnergy shares in Q1 2023, an estimated $1M.
Donoghue Forlines first reported a position in FirstEnergy in Q2 2017 and held it in 11 quarters.
Donoghue Forlines's FirstEnergy position peaked at $18.6M in Q1 2018.
713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Donoghue Forlines's 13F filing for Q1 2023, filed 8 May 2023.