FA
FE icon

Fiduciary Alliance’s FirstEnergy FE Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-118
Closed -$4.59K – 437
2023
Q2 		$4.59K Buy
+118
New +$4.63K ﹤0.01% 705
2023
Q1 		– Sell
-118
Closed -$4.95K – 386
2022
Q4 		$4.95K Buy
+118
New +$4.61K ﹤0.01% 533

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's FE Position: Q3 2023 in Review

Fiduciary Alliance sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 118 shares — an estimated $4.59K sold.

Fiduciary Alliance first reported a position in FE in Q4 2022 and held it in 2 quarters. The position peaked at $4.95K in Q4 2022. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Fiduciary Alliance reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 118 FirstEnergy shares in Q3 2023, an estimated $4.59K.
  • Fiduciary Alliance first reported a position in FirstEnergy in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's FirstEnergy position peaked at $4.95K in Q4 2022.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.