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Insight Wealth Strategies’s FirstEnergy FE Stock Holding History

Insight Wealth Strategies’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 		– Sell
-34,572
Closed -$1.33M – 141
2022
Q3 		$1.33M Hold
34,572
– – 0.25% 71
2022
Q2 		$1.33M Buy
34,572
+2,578
+8% +$110K 0.25% 71
2022
Q1 		$1.47M Sell
31,994
-4,648
-13% -$197K 0.22% 77
2021
Q4 		$1.52M Buy
36,642
+5,414
+17% +$209K 0.22% 69
2021
Q3 		$1.11M Buy
31,228
+1,752
+6% +$66.5K 0.16% 89
2021
Q2 		$1.1M Sell
29,476
-1,168
-4% -$43.4K 0.16% 84
2021
Q1 		$1.06M Buy
30,644
+19,008
+163% +$621K 0.14% 99
2020
Q4 		$356K Buy
11,636
+1,453
+14% +$43.5K 0.06% 143
2020
Q3 		$292K Buy
+10,183
New +$319K 0.05% 146
2020
Q1 		– Sell
-11,318
Closed -$550K – 167
2019
Q4 		$550K Sell
11,318
-42
-0.4% -$2.01K 0.12% 117
2019
Q3 		$548K Buy
11,360
+700
+7% +$31.7K 0.13% 108
2019
Q2 		$456K Buy
10,660
+123
+1% +$5.17K 0.11% 110
2019
Q1 		$438K Buy
10,537
+196
+2% +$7.79K 0.12% 102
2018
Q4 		$388K Buy
+10,341
New +$392K 0.12% 101

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

Insight Wealth Strategies's FE Position: Q4 2022 in Review

Insight Wealth Strategies sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 34,572 shares — an estimated $1.33M sold.

Insight Wealth Strategies first reported a position in FE in Q4 2018 and held it in 14 quarters. The position peaked at $1.52M in Q4 2021. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

  • Insight Wealth Strategies reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 34,572 FirstEnergy shares in Q4 2022, an estimated $1.33M.
  • Insight Wealth Strategies first reported a position in FirstEnergy in Q4 2018 and held it in 14 quarters.
  • Insight Wealth Strategies's FirstEnergy position peaked at $1.52M in Q4 2021.
  • 716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.