IWP
FE icon

Icon Wealth Partners’s FirstEnergy FE Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-12,505
Closed -$485K – 283
2020
Q2 		$485K Buy
+12,505
New +$517K 0.12% 131
2019
Q2 		– Sell
-1,075
Closed -$45K – 366
2019
Q1 		$45K Buy
+1,075
New +$42.7K 0.02% 374
2018
Q3 		– Sell
-1,367
Closed -$49K – 415
2018
Q2 		$49K Buy
+1,367
New +$46.8K 0.02% 387
2018
Q1 		– Sell
-1,999
Closed -$61K – 416
2017
Q4 		$61K Buy
+1,999
New +$65K 0.03% 363

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Icon Wealth Partners's FE Position: Q3 2020 in Review

Icon Wealth Partners sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 12,505 shares — an estimated $485K sold.

Icon Wealth Partners first reported a position in FE in Q4 2017 and held it in 4 quarters. The position peaked at $485K in Q2 2020. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • Icon Wealth Partners reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 12,505 FirstEnergy shares in Q3 2020, an estimated $485K.
  • Icon Wealth Partners first reported a position in FirstEnergy in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's FirstEnergy position peaked at $485K in Q2 2020.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.