E. Ohman J:or Asset Management’s FirstEnergy FE Stock Holding History

E. Ohman J:or Asset 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
2023 Q2	–	Sell	-24,000	Closed	-$961K	–	428
2023 Q1	$961K	Hold	24,000	–	–	0.04%	252
2022 Q4	$1.01M	Hold	24,000	–	–	0.04%	239
2022 Q3	$888K	Hold	24,000	–	–	0.04%	247
2022 Q2	$921K	Buy	24,000 +15,000	+167%	+$640K	0.04%	245
2022 Q1	$413K	Hold	9,000	–	–	0.01%	393
2021 Q4	$374K	Sell	9,000 -13,200	-59%	-$509K	0.01%	417
2021 Q3	$791K	Hold	22,200	–	–	0.02%	337
2021 Q2	$826K	Buy	22,200 +5,200	+31%	+$193K	0.03%	322
2021 Q1	$590K	Buy	+17,000	New	+$555K	0.02%	345
2018 Q2	–	Sell	-10,434	Closed	-$355K	–	436
2018 Q1	$355K	Hold	10,434	–	–	0.03%	318
2017 Q4	$319K	Hold	10,434	–	–	0.03%	381
2017 Q3	$322K	Buy	10,434 +300	+3%	+$9.44K	0.03%	335
2017 Q2	$296K	Hold	10,134	–	–	0.03%	349
2017 Q1	$322K	Hold	10,134	–	–	0.04%	325
2016 Q4	$314K	Hold	10,134	–	–	0.04%	297
2016 Q3	$335K	Buy	10,134 +2,800	+38%	+$95.1K	0.05%	262
2016 Q2	$256K	Hold	7,334	–	–	0.04%	299
2016 Q1	$264K	Hold	7,334	–	–	0.05%	273
2015 Q4	$233K	Hold	7,334	–	–	0.04%	314
2015 Q3	$230K	Hold	7,334	–	–	0.06%	293
2015 Q2	$239K	Hold	7,334	–	–	0.06%	308
2015 Q1	$257K	Hold	7,334	–	–	0.06%	305
2014 Q4	$295K	Sell	7,334 -3,500	-32%	-$128K	0.07%	266
2014 Q3	$364K	Hold	10,834	–	–	0.09%	228
2014 Q2	$376K	Hold	10,834	–	–	0.09%	223
2014 Q1	$369K	Hold	10,834	–	–	0.09%	238
2013 Q4	$355K	Hold	10,834	–	–	0.08%	251
2013 Q3	$395K	Hold	10,834	–	–	0.1%	213
2013 Q2	$405K	Buy	+10,834	New	+$456K	0.11%	195

Other funds holding FE

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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

E. Ohman J:or Asset Management's FE Position: Q2 2023 in Review

E. Ohman J:or Asset Management sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 24,000 shares — an estimated $961K sold.

E. Ohman J:or Asset Management first reported a position in FE in Q2 2013 and held it in 29 quarters. The position peaked at $1.01M in Q4 2022. 680 funds tracked by Wall St. Rank hold FE as of Q2 2023.

E. Ohman J:or Asset Management reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
E. Ohman J:or Asset Management sold 24,000 FirstEnergy shares in Q2 2023, an estimated $961K.
E. Ohman J:or Asset Management first reported a position in FirstEnergy in Q2 2013 and held it in 29 quarters.
E. Ohman J:or Asset Management's FirstEnergy position peaked at $1.01M in Q4 2022.
680 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2023, filed 5 Apr 2024.