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INVST’s FirstEnergy FE Stock Holding History

INVST’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
2023
Q1 		– Sell
-20,490
Closed -$839K – 172
2022
Q4 		$839K Sell
20,490
-1,428
-7% -$55.8K 0.13% 92
2022
Q3 		$807K Buy
21,918
+2,890
+15% +$114K 0.14% 87
2022
Q2 		$752K Buy
19,028
+6,698
+54% +$286K 0.12% 103
2022
Q1 		$520K Sell
12,330
-105
-0.8% -$4.44K 0.09% 110
2021
Q4 		$493K Buy
+12,435
New +$479K 0.08% 115

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

INVST's FE Position: Q1 2023 in Review

INVST sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 20,490 shares — an estimated $839K sold.

INVST first reported a position in FE in Q4 2021 and held it in 5 quarters. The position peaked at $839K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • INVST reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • INVST sold 20,490 FirstEnergy shares in Q1 2023, an estimated $839K.
  • INVST first reported a position in FirstEnergy in Q4 2021 and held it in 5 quarters.
  • INVST's FirstEnergy position peaked at $839K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.