EW
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Evoke Wealth’s FirstEnergy FE Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-191
Closed -$7K – 652
2022
Q3 		$7K Hold
191
– – ﹤0.01% 818
2022
Q2 		$7K Sell
191
-30
-14% -$1.28K ﹤0.01% 830
2022
Q1 		$10K Buy
221
+38
+21% +$1.61K ﹤0.01% 769
2021
Q4 		$8K Buy
183
+11
+6% +$424 ﹤0.01% 821
2021
Q3 		$6K Sell
172
-1
-0.6% -$38 ﹤0.01% 812
2021
Q2 		$6K Sell
173
-30
-15% -$1.11K ﹤0.01% 828
2021
Q1 		$7K Buy
203
+1
+0.5% +$33 ﹤0.01% 761
2020
Q4 		$6K Buy
202
+22
+12% +$659 ﹤0.01% 671
2020
Q3 		$5K Sell
180
-19
-10% -$596 ﹤0.01% 668
2020
Q2 		$8K Sell
199
-4
-2% -$165 ﹤0.01% 578
2020
Q1 		$8.15K Sell
203
-129
-39% -$6K ﹤0.01% 535
2019
Q4 		$16.2K Sell
332
-10
-3% -$478 ﹤0.01% 643
2019
Q3 		$16.5K Buy
+342
New +$15.5K ﹤0.01% 704

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's FE Position: Q4 2022 in Review

Evoke Wealth sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 191 shares — an estimated $7K sold.

Evoke Wealth first reported a position in FE in Q3 2019 and held it in 13 quarters. The position peaked at $16.5K in Q3 2019. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Evoke Wealth reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 191 FirstEnergy shares in Q4 2022, an estimated $7K.
  • Evoke Wealth first reported a position in FirstEnergy in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's FirstEnergy position peaked at $16.5K in Q3 2019.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.