Gideon Capital Advisors’s FirstEnergy FE Stock Holding History

Gideon 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
2019 Q4	–	Sell	-32,997	Closed	-$1.59M	–	309
2019 Q3	$1.59M	Buy	+32,997	New	+$1.49M	0.52%	67
2018 Q3	–	Sell	-45,517	Closed	-$1.64M	–	397
2018 Q2	$1.64M	Buy	45,517 +36,188	+388%	+$1.24M	0.82%	14
2018 Q1	$317K	Buy	+9,329	New	+$300K	0.2%	216
2017 Q4	–	Sell	-14,745	Closed	-$455K	–	329
2017 Q3	$455K	Buy	+14,745	New	+$464K	0.45%	57
2017 Q1	–	Sell	-45,991	Closed	-$1.43M	–	433
2016 Q4	$1.43M	Buy	+45,991	New	+$1.47M	0.91%	1
2016 Q2	–	Sell	-7,109	Closed	-$256K	–	218
2016 Q1	$256K	Sell	7,109 -6,973	-50%	-$234K	0.32%	106
2015 Q4	$447K	Sell	14,082 -48,100	-77%	-$1.51M	0.32%	113
2015 Q3	$1.95M	Buy	62,182 +33,941	+120%	+$1.11M	1.14%	13
2015 Q2	$919K	Buy	+28,241	New	+$988K	0.38%	95
2014 Q4	–	Sell	-68,148	Closed	-$2.29M	–	237
2014 Q3	$2.29M	Buy	68,148 +44,470	+188%	+$1.47M	0.89%	27
2014 Q2	$822K	Buy	+23,678	New	+$797K	0.3%	107
2014 Q1	–	Sell	-62,753	Closed	-$2.07M	–	234
2013 Q4	$2.07M	Buy	+62,753	New	+$2.21M	1.23%	12

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gideon Capital Advisors's FE Position: Q4 2019 in Review

Gideon Capital Advisors sold out of FirstEnergy (FE) in Q4 2019, closing a stake of 32,997 shares — an estimated $1.59M sold.

Gideon Capital Advisors first reported a position in FE in Q4 2013 and held it in 12 quarters. The position peaked at $2.29M in Q3 2014. 682 funds tracked by Wall St. Rank hold FE as of Q4 2019.

Gideon Capital Advisors reported no remaining FirstEnergy position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 32,997 FirstEnergy shares in Q4 2019, an estimated $1.59M.
Gideon Capital Advisors first reported a position in FirstEnergy in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's FirstEnergy position peaked at $2.29M in Q3 2014.
682 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.