JNBA Financial Advisors’s FirstEnergy FE Stock Holding History

JNBA Financial Advisors’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 Q4	–	Sell	-50	Closed	-$1.71K	–	723
2023 Q3	$1.71K	Sell	50 -50	-50%	-$1.86K	﹤0.01%	636
2023 Q2	$3.89K	Hold	100	–	–	﹤0.01%	566
2023 Q1	$4.01K	Hold	100	–	–	﹤0.01%	573
2022 Q4	$4.19K	Hold	100	–	–	﹤0.01%	530
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	543
2022 Q2	$4K	Sell	100 -29	-22%	-$1.24K	﹤0.01%	580
2022 Q1	$6K	Buy	129 +29	+29%	+$1.23K	﹤0.01%	542
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	634
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	609
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	564
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	567
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	523
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	494
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	471
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	461
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	496
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	470
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	531
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	464
2018 Q4	$4K	Buy	+100	New	+$3.79K	﹤0.01%	441
2016 Q4	–	Sell	-311	Closed	-$10K	–	772
2016 Q3	$10K	Buy	+311	New	+$10.6K	﹤0.01%	1014
2015 Q3	–	Sell	-450	Closed	-$15K	–	533
2015 Q2	$15K	Hold	450	–	–	0.01%	314
2015 Q1	$16K	Sell	450 -750	-63%	-$28.1K	0.01%	314
2014 Q4	$47K	Sell	1,200 -400	-25%	-$14.7K	0.02%	197
2014 Q3	$54K	Hold	1,600	–	–	0.02%	182
2014 Q2	$56K	Hold	1,600	–	–	0.03%	170
2014 Q1	$54K	Buy	+1,600	New	+$50.6K	0.03%	163

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JNBA Financial Advisors's FE Position: Q4 2023 in Review

JNBA Financial Advisors sold out of FirstEnergy (FE) in Q4 2023, closing a stake of 50 shares — an estimated $1.71K sold.

JNBA Financial Advisors first reported a position in FE in Q1 2014 and held it in 27 quarters. The position peaked at $56K in Q2 2014. 691 funds tracked by Wall St. Rank hold FE as of Q4 2023.

JNBA Financial Advisors reported no remaining FirstEnergy position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 50 FirstEnergy shares in Q4 2023, an estimated $1.71K.
JNBA Financial Advisors first reported a position in FirstEnergy in Q1 2014 and held it in 27 quarters.
JNBA Financial Advisors's FirstEnergy position peaked at $56K in Q2 2014.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.