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KB Financial Partners’s FirstEnergy FE Stock Holding History

KB Financial Partners’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
Q3 		$26K Sell
761
-79
-9% -$2.94K 0.01% 328
2023
Q2 		$33K Sell
840
-6
-0.7% -$235 0.01% 312
2023
Q1 		$34K Sell
846
-4
-0.5% -$162 0.01% 306
2022
Q4 		$36K Buy
850
+340
+67% +$13.3K 0.01% 292
2022
Q3 		$19K Buy
+510
New +$20.2K 0.01% 336

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's FE Position: Q3 2023 in Review

KB Financial Partners reduced its FirstEnergy (FE) stake by 9.4% in Q3 2023, selling an estimated $2.94K and leaving 761 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #328.

KB Financial Partners first reported a position in FE in Q3 2022 and has held it in 5 quarters since. The position peaked at $36K in Q4 2022. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • KB Financial Partners held 761 shares of FirstEnergy worth $26K as of Q3 2023.
  • KB Financial Partners sold 79 FirstEnergy shares in Q3 2023, an estimated $2.94K.
  • FirstEnergy made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #328 holding.
  • KB Financial Partners first reported a position in FirstEnergy in Q3 2022 and has held it in 5 quarters since.
  • KB Financial Partners's FirstEnergy position peaked at $36K in Q4 2022.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.