Kennedy Capital Management’s FirstEnergy FE Stock Holding History

Kennedy Capital Management’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
2021 Q1	–	Sell	-161,795	Closed	-$4.95M	–	678
2020 Q4	$4.95M	Sell	161,795 -8,893	-5%	-$267K	0.11%	344
2020 Q3	$4.9M	Buy	170,688 +67,293	+65%	+$2.11M	0.14%	279
2020 Q2	$4.01M	Sell	103,395 -5,747	-5%	-$238K	0.12%	338
2020 Q1	$4.37M	Sell	109,142 -409	-0.4%	-$19K	0.16%	227
2019 Q4	$5.32M	Sell	109,551 -217,841	-67%	-$10.4M	0.13%	301
2019 Q3	$15.8M	Sell	327,392 -21,854	-6%	-$989K	0.39%	37
2019 Q2	$15M	Sell	349,246 -1,543	-0.4%	-$64.8K	0.36%	49
2019 Q1	$14.6M	Buy	350,789 +126,436	+56%	+$5.02M	0.34%	52
2018 Q4	$8.42M	Sell	224,353 -572	-0.3%	-$21.7K	0.21%	151
2018 Q3	$8.36M	Sell	224,925 -2,455	-1%	-$89.7K	0.16%	237
2018 Q2	$8.16M	Sell	227,380 -3,734	-2%	-$128K	0.15%	232
2018 Q1	$7.86M	Buy	231,114 +39,264	+20%	+$1.26M	0.15%	225
2017 Q4	$5.87M	Sell	191,850 -2,518	-1%	-$81.8K	0.11%	367
2017 Q3	$5.99M	Sell	194,368 -3,826	-2%	-$120K	0.11%	339
2017 Q2	$5.78M	Sell	198,194 -51,080	-20%	-$1.52M	0.11%	336
2017 Q1	$7.93M	Buy	249,274 +30,849	+14%	+$952K	0.14%	245
2016 Q4	$6.76M	Buy	218,425 +120,640	+123%	+$3.86M	0.12%	300
2016 Q3	$3.23M	Sell	97,785 -2,244	-2%	-$76.2K	0.06%	487
2016 Q2	$3.49M	Buy	+100,029	New	+$3.39M	0.07%	455

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return