Horan Capital Advisors’s FirstEnergy FE Stock Holding History

Horan Capital Advisors’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
2020 Q4	–	Sell	-2,016	Closed	-$58K	–	148
2020 Q3	$58K	Buy	+2,016	New	+$63.2K	0.03%	163
2020 Q1	–	Sell	-2,016	Closed	-$98K	–	135
2019 Q4	$98K	Hold	2,016	–	–	0.06%	105
2019 Q3	$97K	Buy	+2,016	New	+$91.3K	0.06%	103
2019 Q2	–	Sell	-2,016	Closed	-$84K	–	130
2019 Q1	$84K	Buy	+2,016	New	+$80.1K	0.05%	112
2017 Q4	–	Sell	-2,016	Closed	-$62K	–	140
2017 Q3	$62K	Buy	+2,016	New	+$63.5K	0.04%	132
2013 Q4	–	Sell	-32,335	Closed	-$1.18M	–	74
2013 Q3	$1.18M	Sell	32,335 -470	-1%	-$17.7K	1.4%	33
2013 Q2	$1.23M	Buy	+32,805	New	+$1.38M	1.86%	15

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Horan Capital Advisors's FE Position: Q4 2020 in Review

Horan Capital Advisors sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 2,016 shares — an estimated $58K sold.

Horan Capital Advisors first reported a position in FE in Q2 2013 and held it in 7 quarters. The position peaked at $1.23M in Q2 2013. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

Horan Capital Advisors reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 2,016 FirstEnergy shares in Q4 2020, an estimated $58K.
Horan Capital Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 7 quarters.
Horan Capital Advisors's FirstEnergy position peaked at $1.23M in Q2 2013.
610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.