Heritage Financial Services’s FirstEnergy FE Stock Holding History

Heritage Financial Services’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	-70	Closed	-$2K	–	207
2022 Q2	$2K	Buy	+70	New	+$2.99K	﹤0.01%	416

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's FE Position: Q3 2022 in Review

Heritage Financial Services sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 70 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in FE in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

Heritage Financial Services reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 70 FirstEnergy shares in Q3 2022, an estimated $2K.
Heritage Financial Services first reported a position in FirstEnergy in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's FirstEnergy position peaked at $2K in Q2 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.