KI
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Kula Investments’s FirstEnergy FE Stock Holding History

Kula Investments’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
Q1 		$266K Buy
+6,652
New +$269K 0.07% 489

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's FE Position: Q1 2023 in Review

Kula Investments opened a new position in FirstEnergy (FE) in Q1 2023: 6,652 shares worth $266K. The stake represents 0.07% of the portfolio and ranks #489 among its holdings.

713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • Kula Investments held 6,652 shares of FirstEnergy worth $266K as of Q1 2023.
  • FirstEnergy was a new Kula Investments position in Q1 2023.
  • FirstEnergy made up 0.07% of Kula Investments's portfolio in Q1 2023, its #489 holding.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.