FourThought Financial’s FirstEnergy FE Stock Holding History

FourThought Financial’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 Q3	$13K	Buy	359 +2	+0.6%	+$79	﹤0.01%	968
2022 Q2	$14K	Buy	357 +1	+0.3%	+$43	﹤0.01%	942
2022 Q1	$16K	Hold	356	–	–	﹤0.01%	952
2021 Q4	$15K	Buy	356 +2	+0.6%	+$77	﹤0.01%	986
2021 Q3	$12K	Buy	354 +12	+4%	+$455	﹤0.01%	1068
2021 Q2	$12K	Buy	342 +1	+0.3%	+$37	﹤0.01%	1065
2021 Q1	$11K	Sell	341 -317	-48%	-$10.4K	﹤0.01%	1036
2020 Q4	$20K	Buy	+658	New	+$19.7K	﹤0.01%	874

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's FE Position: Q3 2022 in Review

FourThought Financial increased its FirstEnergy (FE) stake by 0.56% in Q3 2022, buying an estimated $79 and bringing the position to 359 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

FourThought Financial first reported a position in FE in Q4 2020 and has held it in 8 quarters since. The position peaked at $20K in Q4 2020. 684 funds tracked by Wall St. Rank hold FE as of Q3 2022.

FourThought Financial held 359 shares of FirstEnergy worth $13K as of Q3 2022.
FourThought Financial bought 2 FirstEnergy shares in Q3 2022, an estimated $79.
FirstEnergy made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #968 holding.
FourThought Financial first reported a position in FirstEnergy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's FirstEnergy position peaked at $20K in Q4 2020.
684 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.