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	Buy	400 +200	+100%	+$8.4K	0.02%	257
2019 Q1	$8.08K	Buy	+200	New	+$7.95K	0.01%	238

Other funds holding FE

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

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joseph P. Lucia & Associates's FE Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 413 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in FE in Q1 2019 and held it in 12 quarters. The position peaked at $19K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 413 FirstEnergy shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in FirstEnergy in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's FirstEnergy position peaked at $19K in Q1 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.