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James Investment Research’s FirstEnergy FE Stock Holding History

James Investment Research’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
Q2 		– Sell
-1,859
Closed -$85K – 528
2022
Q1 		$85K Buy
+1,859
New +$78.6K 0.01% 326
2020
Q3 		– Sell
-62,173
Closed -$2.41M – 487
2020
Q2 		$2.41M Sell
62,173
-21,400
-26% -$884K 0.23% 103
2020
Q1 		$3.35M Sell
83,573
-1,912
-2% -$88.9K 0.35% 83
2019
Q4 		$4.15M Buy
85,485
+34,812
+69% +$1.66M 0.29% 104
2019
Q3 		$2.44M Buy
50,673
+5,000
+11% +$226K 0.18% 124
2019
Q2 		$1.96M Sell
45,673
-1,770
-4% -$74.4K 0.14% 127
2019
Q1 		$1.97M Sell
47,443
-24,275
-34% -$964K 0.13% 134
2018
Q4 		$2.69M Buy
71,718
+13,043
+22% +$494K 0.17% 124
2018
Q3 		$2.18M Hold
58,675
– – 0.09% 285
2018
Q2 		$2.11M Buy
+58,675
New +$2.01M 0.08% 305
2018
Q1 		– Sell
-50,900
Closed -$1.56M – 803
2017
Q4 		$1.56M Buy
+50,900
New +$1.65M 0.05% 432
2014
Q1 		– Sell
-1,350
Closed -$45K – 526
2013
Q4 		$45K Sell
1,350
-1,200
-47% -$42.3K ﹤0.01% 376
2013
Q3 		$93K Hold
2,550
– – ﹤0.01% 341
2013
Q2 		$95K Buy
+2,550
New +$107K ﹤0.01% 339

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's FE Position: Q2 2022 in Review

James Investment Research sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 1,859 shares — an estimated $85K sold.

James Investment Research first reported a position in FE in Q2 2013 and held it in 14 quarters. The position peaked at $4.15M in Q4 2019. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • James Investment Research reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • James Investment Research sold 1,859 FirstEnergy shares in Q2 2022, an estimated $85K.
  • James Investment Research first reported a position in FirstEnergy in Q2 2013 and held it in 14 quarters.
  • James Investment Research's FirstEnergy position peaked at $4.15M in Q4 2019.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on James Investment Research's 13F filing for Q2 2022, filed 1 Aug 2022.