Gilbert & Cook’s FirstEnergy FE Stock Holding History

Gilbert & Cook’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	-8,470	Closed	-$339K	–	226
2023 Q1	$339K	Buy	8,470 +97	+1%	+$3.92K	0.06%	156
2022 Q4	$351K	Buy	8,373 +140	+2%	+$5.47K	0.06%	153
2022 Q3	$313K	Buy	+8,233	New	+$325K	0.07%	156

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

Gilbert & Cook's FE Position: Q2 2023 in Review

Gilbert & Cook sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 8,470 shares — an estimated $339K sold.

Gilbert & Cook first reported a position in FE in Q3 2022 and held it in 3 quarters. The position peaked at $351K in Q4 2022. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

Gilbert & Cook reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
Gilbert & Cook sold 8,470 FirstEnergy shares in Q2 2023, an estimated $339K.
Gilbert & Cook first reported a position in FirstEnergy in Q3 2022 and held it in 3 quarters.
Gilbert & Cook's FirstEnergy position peaked at $351K in Q4 2022.
681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Gilbert & Cook's 13F filing for Q2 2023, filed 14 Aug 2023.