HighTower Trust’s FirstEnergy FE Stock Holding History

HighTower Trust’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	-14,300	Closed	-$171	–	274
2022 Q2	$171	Buy	+14,300	New	+$610K	0.02%	216

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

HighTower Trust's FE Position: Q3 2022 in Review

HighTower Trust sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 14,300 shares — an estimated $171 sold.

HighTower Trust first reported a position in FE in Q2 2022 and held it in 1 quarter. The position peaked at $171 in Q2 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

HighTower Trust reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
HighTower Trust sold 14,300 FirstEnergy shares in Q3 2022, an estimated $171.
HighTower Trust first reported a position in FirstEnergy in Q2 2022 and held it in 1 quarter.
HighTower Trust's FirstEnergy position peaked at $171 in Q2 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.