Fortis Capital Advisors’s FirstEnergy FE Stock Holding History

Fortis Capital Advisors’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	-50	Closed	-$2K	–	289
2023 Q1	$2K	Buy	+50	New	+$2.02K	﹤0.01%	570

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

Fortis Capital Advisors's FE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 50 shares — an estimated $2K sold.

Fortis Capital Advisors first reported a position in FE in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

Fortis Capital Advisors reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 50 FirstEnergy shares in Q2 2023, an estimated $2K.
Fortis Capital Advisors first reported a position in FirstEnergy in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's FirstEnergy position peaked at $2K in Q1 2023.
681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.