First Command Bank’s FirstEnergy FE Stock Holding History

First Command Bank’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	$3.97K	Buy	+102	New	+$4K	﹤0.01%	374
2023 Q1	–	Sell	-5,688	Closed	-$239K	–	391
2022 Q4	$239K	Sell	5,688 -50	-0.9%	-$1.96K	0.03%	112
2022 Q3	$212K	Sell	5,738 -355	-6%	-$14K	0.03%	117
2022 Q2	$234K	Sell	6,093 -2,528	-29%	-$108K	0.03%	112
2022 Q1	$395K	Buy	8,621 +1,810	+27%	+$76.6K	0.05%	94
2021 Q4	$243K	Hold	6,811	–	–	0.04%	130
2021 Q3	$243K	Buy	6,811 +1,600	+31%	+$60.7K	0.04%	130
2021 Q2	$194K	Hold	5,211	–	–	0.02%	141
2021 Q1	$181K	Hold	5,211	–	–	0.04%	134
2020 Q4	$160K	Buy	+5,211	New	+$156K	0.04%	126
2019 Q3	–	Sell	-159	Closed	-$7K	–	389
2019 Q2	$7K	Hold	159	–	–	﹤0.01%	346
2019 Q1	$7K	Sell	159 -1,153	-88%	-$45.8K	﹤0.01%	347
2018 Q4	$49K	Hold	1,312	–	–	0.03%	207
2018 Q3	$49K	Sell	1,312 -82	-6%	-$3K	0.01%	208
2018 Q2	$50K	Sell	1,394 -177	-11%	-$6.06K	0.01%	205
2018 Q1	$53.4K	Buy	1,571 +177	+13%	+$5.68K	0.03%	197
2017 Q4	$43K	Hold	1,394	–	–	0.02%	214
2017 Q3	$43K	Buy	1,394 +82	+6%	+$2.58K	0.03%	210
2017 Q2	$38K	Hold	1,312	–	–	0.02%	225
2017 Q1	$42K	Hold	1,312	–	–	0.03%	213
2016 Q4	$41K	Buy	+1,312	New	+$42K	0.03%	211

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Bank's FE Position: Q2 2023 in Review

First Command Bank opened a new position in FirstEnergy (FE) in Q2 2023: 102 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: First Command Bank previously reported a position in FE as recently as Q4 2022.

First Command Bank first reported a position in FE in Q4 2016 and has held it in 21 quarters since. The position peaked at $395K in Q1 2022. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

First Command Bank held 102 shares of FirstEnergy worth $3.97K as of Q2 2023.
FirstEnergy was a new First Command Bank position in Q2 2023.
FirstEnergy made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #374 holding.
First Command Bank first reported a position in FirstEnergy in Q4 2016 and has held it in 21 quarters since.
First Command Bank's FirstEnergy position peaked at $395K in Q1 2022.
681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.