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James Reed Financial Services’s FirstEnergy FE Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-454
Closed -$18K – 70
2021
Q4 		$18K Buy
+454
New +$17.5K 0.02% 80

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Reed Financial Services's FE Position: Q1 2022 in Review

James Reed Financial Services sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 454 shares — an estimated $18K sold.

James Reed Financial Services first reported a position in FE in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • James Reed Financial Services reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 454 FirstEnergy shares in Q1 2022, an estimated $18K.
  • James Reed Financial Services first reported a position in FirstEnergy in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's FirstEnergy position peaked at $18K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.