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Graves Light Lenhart Wealth’s FirstEnergy FE Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-2,756
Closed -$106K – 312
2022
Q2 		$106K Sell
2,756
-85
-3% -$3.63K 0.02% 226
2022
Q1 		$130K Hold
2,841
– – 0.02% 224
2021
Q4 		$118K Hold
2,841
– – 0.02% 266
2021
Q3 		$101K Hold
2,841
– – 0.02% 272
2021
Q2 		$106K Hold
2,841
– – 0.02% 269
2021
Q1 		$99K Hold
2,841
– – 0.02% 275
2020
Q4 		$87K Buy
+2,841
New +$85.1K 0.02% 291

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Graves Light Lenhart Wealth's FE Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 2,756 shares — an estimated $106K sold.

Graves Light Lenhart Wealth first reported a position in FE in Q4 2020 and held it in 7 quarters. The position peaked at $130K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,756 FirstEnergy shares in Q3 2022, an estimated $106K.
  • Graves Light Lenhart Wealth first reported a position in FirstEnergy in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's FirstEnergy position peaked at $130K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.