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Freedom Investment Management’s FirstEnergy FE Stock Holding History

Freedom Investment Management’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
2020
Q3 		– Sell
-22,601
Closed -$876K – 568
2020
Q2 		$876K Buy
22,601
+4,681
+26% +$193K 0.1% 182
2020
Q1 		$918K Buy
17,920
+826
+5% +$38.4K 0.08% 207
2019
Q4 		$831K Buy
17,094
+864
+5% +$41.3K 0.07% 229
2019
Q3 		$783K Buy
16,230
+5,310
+49% +$240K 0.07% 252
2019
Q2 		$467K Buy
10,920
+3,066
+39% +$129K 0.04% 379
2019
Q1 		$327K Sell
7,854
-1,804
-19% -$71.7K 0.03% 490
2018
Q4 		$363K Sell
9,658
-3,534
-27% -$134K 0.03% 510
2018
Q3 		$496K Sell
13,192
-4,724
-26% -$173K 0.03% 518
2018
Q2 		$643K Buy
17,916
+1,317
+8% +$45.1K 0.04% 459
2018
Q1 		$565K Buy
16,599
+5,595
+51% +$180K 0.03% 578
2017
Q4 		$337K Buy
11,004
+122
+1% +$3.96K 0.02% 839
2017
Q3 		$335K Buy
10,882
+604
+6% +$19K 0.02% 785
2017
Q2 		$300K Sell
10,278
-203
-2% -$6.03K 0.02% 787
2017
Q1 		$334K Buy
10,481
+145
+1% +$4.47K 0.02% 709
2016
Q4 		$320K Sell
10,336
-1,107
-10% -$35.5K 0.02% 664
2016
Q3 		$379K Buy
11,443
+2,280
+25% +$77.5K 0.02% 538
2016
Q2 		$320K Buy
9,163
+686
+8% +$23.2K 0.02% 565
2016
Q1 		$305K Buy
8,477
+1,883
+29% +$63.3K 0.02% 549
2015
Q4 		$209K Buy
+6,594
New +$207K 0.02% 692
2015
Q2 		– Sell
-6,106
Closed -$214K – 694
2015
Q1 		$214K Buy
6,106
+116
+2% +$4.34K 0.02% 575
2014
Q4 		$234K Buy
+5,990
New +$220K 0.03% 507
2013
Q3 		– Sell
-5,694
Closed -$213K – 387
2013
Q2 		$213K Buy
+5,694
New +$239K 0.07% 263

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Freedom Investment Management's FE Position: Q3 2020 in Review

Freedom Investment Management sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 22,601 shares — an estimated $876K sold.

Freedom Investment Management first reported a position in FE in Q2 2013 and held it in 22 quarters. The position peaked at $918K in Q1 2020. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Freedom Investment Management reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Freedom Investment Management sold 22,601 FirstEnergy shares in Q3 2020, an estimated $876K.
  • Freedom Investment Management first reported a position in FirstEnergy in Q2 2013 and held it in 22 quarters.
  • Freedom Investment Management's FirstEnergy position peaked at $918K in Q1 2020.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.