JG
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Jefferies Group’s FirstEnergy FE Stock Holding History

Jefferies Group’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
2020
Q2 		– Sell
-4,400
Closed -$176K – 1559
2020
Q1 		$176K Sell
4,400
-5,300
-55% -$246K ﹤0.01% 1705
2019
Q4 		$471K Sell
9,700
-32,300
-77% -$1.54M ﹤0.01% 1846
2019
Q3 		$2.03M Buy
42,000
+18,500
+79% +$837K 0.02% 1072
2019
Q2 		$1.01M Sell
23,500
-46,700
-67% -$1.96M 0.01% 1298
2019
Q1 		$2.92M Sell
70,200
-3,100
-4% -$123K 0.02% 699
2018
Q4 		$2.75M Buy
73,300
+48,900
+200% +$1.85M 0.02% 673
2018
Q3 		$907K Sell
24,400
-170,700
-87% -$6.24M 0.01% 1380
2018
Q2 		$7.01M Sell
195,100
-5,000
-2% -$171K 0.04% 380
2018
Q1 		$6.8M Buy
200,100
+163,300
+444% +$5.24M 0.04% 366
2017
Q4 		$1.13M Buy
+36,800
New +$1.2M 0.01% 1291
2017
Q3 		– Sell
-100,000
Closed -$2.92M – 2420
2017
Q2 		$2.92M Buy
100,000
+30,700
+44% +$912K 0.02% 780
2017
Q1 		$2.21M Buy
69,300
+33,700
+95% +$1.04M 0.02% 860
2016
Q4 		$1.1M Buy
+35,600
New +$1.14M 0.01% 1219
2014
Q3 		– Sell
-61,000
Closed -$2.12M – 2212
2014
Q2 		$2.12M Hold
61,000
– – 0.02% 615
2014
Q1 		$2.08M Buy
+61,000
New +$1.93M 0.02% 596
2013
Q4 		– Sell
-75,200
Closed -$2.74M – 2006
2013
Q3 		$2.74M Hold
75,200
– – 0.03% 492
2013
Q2 		$2.81M Buy
+75,200
New +$3.16M 0.03% 384

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jefferies Group's FE Position: Q3 2022 in Review

Jefferies Group opened a new position in FirstEnergy (FE) in Q3 2022: 9,085 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Jefferies Group previously reported a position in FE as recently as Q2 2020.

Jefferies Group first reported a position in FE in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.21M in Q4 2013. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Jefferies Group held 9,085 shares of FirstEnergy worth $336K as of Q3 2022.
  • FirstEnergy was a new Jefferies Group position in Q3 2022.
  • FirstEnergy made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1187 holding.
  • Jefferies Group first reported a position in FirstEnergy in Q2 2013 and has held it in 28 quarters since.
  • Jefferies Group's FirstEnergy position peaked at $7.21M in Q4 2013.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.