Investment Partners’s FirstEnergy FE Stock Holding History

Investment 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
2022 Q4	–	Sell	-8,223	Closed	-$304K	–	175
2022 Q3	$304K	Buy	+8,223	New	+$325K	0.09%	192
2018 Q4	–	Sell	-2,474	Closed	-$216	–	135
2018 Q3	$216	Buy	+2,474	New	+$90.4K	0.12%	107
2016 Q4	–	Sell	-8,240	Closed	-$273K	–	136
2016 Q3	$273K	Buy	+8,240	New	+$280K	0.15%	143

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Investment Partners's FE Position: Q4 2022 in Review

Investment Partners sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 8,223 shares — an estimated $304K sold.

Investment Partners first reported a position in FE in Q3 2016 and held it in 3 quarters. The position peaked at $304K in Q3 2022. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Investment Partners reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 8,223 FirstEnergy shares in Q4 2022, an estimated $304K.
Investment Partners first reported a position in FirstEnergy in Q3 2016 and held it in 3 quarters.
Investment Partners's FirstEnergy position peaked at $304K in Q3 2022.
716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.