Koss-Olinger Consulting’s FirstEnergy FE Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-8,404	Closed	-$311K	–	247
2022 Q3	$311K	Sell	8,404 -1,720	-17%	-$68K	0.05%	146
2022 Q2	$389K	Sell	10,124 -3,268	-24%	-$140K	0.07%	105
2022 Q1	$614K	Sell	13,392 -1,544	-10%	-$65.3K	0.1%	89
2021 Q4	$621K	Sell	14,936 -5,412	-27%	-$209K	0.1%	87
2021 Q3	$725K	Sell	20,348 -8,181	-29%	-$310K	0.12%	86
2021 Q2	$1.06M	Buy	28,529 +1,989	+7%	+$74K	0.16%	77
2021 Q1	$921K	Buy	+26,540	New	+$867K	0.16%	80

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Koss-Olinger Consulting's FE Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of FirstEnergy (FE) in Q4 2022, closing a stake of 8,404 shares — an estimated $311K sold.

Koss-Olinger Consulting first reported a position in FE in Q1 2021 and held it in 7 quarters. The position peaked at $1.06M in Q2 2021. 716 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Koss-Olinger Consulting reported no remaining FirstEnergy position as of Q4 2022 after selling out during the quarter.
Koss-Olinger Consulting sold 8,404 FirstEnergy shares in Q4 2022, an estimated $311K.
Koss-Olinger Consulting first reported a position in FirstEnergy in Q1 2021 and held it in 7 quarters.
Koss-Olinger Consulting's FirstEnergy position peaked at $1.06M in Q2 2021.
716 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.