JPLA
FE icon

Joseph P. Lucia & Associates’s FirstEnergy FE Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-413
Closed -$16K – 216
2022
Q2 		$16K Hold
413
– – 0.01% 268
2022
Q1 		$19K Buy
+413
New +$17.5K 0.01% 267
2021
Q4 		– Sell
-200
Closed -$7K – 265
2021
Q3 		$7K Hold
200
– – ﹤0.01% 404
2021
Q2 		$7K Hold
200
– – ﹤0.01% 412
2021
Q1 		$7K Hold
200
– – ﹤0.01% 395
2020
Q4 		$6K Buy
+200
New +$5.99K ﹤0.01% 376
2020
Q3 		– Sell
-400
Closed -$16K – 204
2020
Q2 		$16K Hold
400
– – 0.01% 259
2020
Q1 		$16K Hold
400
– – 0.02% 241
2019
Q4 		$19K Hold
400
– – 0.02% 245
2019
Q3 		$19K Hold
400
– – 0.02% 247
2019
Q2 		$17K Sell
400
-7,684
-95% -$323K 0.02% 257
2019
Q1 		$200 Buy
+8,084
New +$321K 0.01% 218

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