D'Orazio & Associates’s FirstEnergy FE Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-146	Closed	-$5K	–	308
2021 Q3	$5K	Buy	146 +1	+0.7%	+$38	﹤0.01%	631
2021 Q2	$5K	Buy	145 +2	+1%	+$74	﹤0.01%	345
2021 Q1	$5K	Buy	143 +2	+1%	+$65	﹤0.01%	323
2020 Q4	$4K	Buy	141 +2	+1%	+$60	﹤0.01%	309
2020 Q3	$4K	Buy	139 +2	+1%	+$63	﹤0.01%	274
2020 Q2	$5K	Buy	137 +1	+0.7%	+$41	﹤0.01%	276
2020 Q1	$5K	Buy	136 +1	+0.7%	+$46	﹤0.01%	255
2019 Q4	$7K	Buy	135 +1	+0.7%	+$48	﹤0.01%	266
2019 Q3	$6K	Buy	134 +1	+0.8%	+$45	﹤0.01%	273
2019 Q2	$6K	Buy	133 +1	+0.8%	+$42	﹤0.01%	268
2019 Q1	$5K	Buy	132 +1	+0.8%	+$40	﹤0.01%	273
2018 Q4	$5K	Buy	131 +2	+2%	+$76	﹤0.01%	244
2018 Q3	$5K	Buy	129 +1	+0.8%	+$37	﹤0.01%	237
2018 Q2	$5K	Buy	128 +1	+0.8%	+$34	﹤0.01%	229
2018 Q1	$4K	Buy	127 +2	+2%	+$64	﹤0.01%	242
2017 Q4	$4K	Buy	125 +1	+0.8%	+$32	﹤0.01%	274
2017 Q3	$4K	Buy	124 +1	+0.8%	+$31	﹤0.01%	234
2017 Q2	$4K	Buy	123 +2	+2%	+$59	﹤0.01%	271
2017 Q1	$4K	Buy	121 +1	+0.8%	+$31	﹤0.01%	257
2016 Q4	$4K	Buy	120 +2	+2%	+$64	﹤0.01%	237
2016 Q3	$3K	Buy	118 +1	+0.9%	+$34	﹤0.01%	250
2016 Q2	$4K	Buy	117 +2	+2%	+$68	﹤0.01%	249
2016 Q1	$4K	Buy	+115	New	+$3.87K	﹤0.01%	253

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D'Orazio & Associates's FE Position: Q4 2021 in Review

D'Orazio & Associates sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 146 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in FE in Q1 2016 and held it in 23 quarters. The position peaked at $7K in Q4 2019. 698 funds tracked by Wall St. Rank hold FE as of Q4 2021.

D'Orazio & Associates reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 146 FirstEnergy shares in Q4 2021, an estimated $5K.
D'Orazio & Associates first reported a position in FirstEnergy in Q1 2016 and held it in 23 quarters.
D'Orazio & Associates's FirstEnergy position peaked at $7K in Q4 2019.
698 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.