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Heritage Wealth Management (Arizona)’s FirstEnergy FE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$3.52K Buy
84
+42
+100% +$1.64K ﹤0.01% 923
2022
Q3 		$2K Buy
+42
New +$1.66K ﹤0.01% 872

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its FirstEnergy (FE) stake by 100% in Q4 2022, buying an estimated $1.64K and bringing the position to 84 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Heritage Wealth Management (Arizona) first reported a position in FE in Q3 2022 and has held it in 2 quarters since. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 84 shares of FirstEnergy worth $3.52K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 42 FirstEnergy shares in Q4 2022, an estimated $1.64K.
  • FirstEnergy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #923 holding.
  • Heritage Wealth Management (Arizona) first reported a position in FirstEnergy in Q3 2022 and has held it in 2 quarters since.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.