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Graham Capital Wealth Management’s FirstEnergy FE Stock Holding History

Graham Capital Wealth 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
2023
Q2 		– Sell
-2,396
Closed -$960K – 75
2023
Q1 		$960K Buy
+2,396
New +$96.8K 0.14% 73

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Graham Capital Wealth Management's FE Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 2,396 shares — an estimated $960K sold.

Graham Capital Wealth Management first reported a position in FE in Q1 2023 and held it in 1 quarter. The position peaked at $960K in Q1 2023. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 2,396 FirstEnergy shares in Q2 2023, an estimated $960K.
  • Graham Capital Wealth Management first reported a position in FirstEnergy in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's FirstEnergy position peaked at $960K in Q1 2023.
  • 681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.