KWILP
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Kiwi Wealth Investments Limited Partnership’s FirstEnergy FE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q2 		– Sell
-13,334
Closed -$611K – 214
2022
Q1 		$611K Buy
+13,334
New +$564K 0.03% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kiwi Wealth Investments Limited Partnership's FE Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 13,334 shares — an estimated $611K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FE in Q1 2022 and held it in 1 quarter. The position peaked at $611K in Q1 2022. 684 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 13,334 FirstEnergy shares in Q2 2022, an estimated $611K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in FirstEnergy in Q1 2022 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's FirstEnergy position peaked at $611K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.