KIG
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Kowal Investment Group’s FirstEnergy FE Stock Holding History

Kowal Investment Group’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 		– Sell
-5,869
Closed -$228K – 156
2023
Q2 		$228K Sell
5,869
-1,433
-20% -$56.2K 0.06% 146
2023
Q1 		$293K Buy
+7,302
New +$295K 0.08% 120

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

Kowal Investment Group's FE Position: Q3 2023 in Review

Kowal Investment Group sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 5,869 shares — an estimated $228K sold.

Kowal Investment Group first reported a position in FE in Q1 2023 and held it in 2 quarters. The position peaked at $293K in Q1 2023. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Kowal Investment Group reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
  • Kowal Investment Group sold 5,869 FirstEnergy shares in Q3 2023, an estimated $228K.
  • Kowal Investment Group first reported a position in FirstEnergy in Q1 2023 and held it in 2 quarters.
  • Kowal Investment Group's FirstEnergy position peaked at $293K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Kowal Investment Group's 13F filing for Q3 2023, filed 25 Oct 2023.