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Laffer Tengler Investments’s FirstEnergy FE Stock Holding History

Laffer Tengler 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
2024
Q2 		– Sell
-144
Closed -$5.56K – 404
2024
Q1 		$5.56K Buy
+144
New +$5.39K ﹤0.01% 336
2023
Q1 		– Sell
-200
Closed -$8.39K – 419
2022
Q4 		$8.39K Hold
200
– – ﹤0.01% 378
2022
Q3 		$7.4K Buy
+200
New +$7.9K ﹤0.01% 330
2016
Q4 		– Sell
-33,063
Closed -$1.09M – 245
2016
Q3 		$1.09M Hold
33,063
– – 0.3% 138
2016
Q2 		$1.15M Buy
+33,063
New +$1.12M 0.33% 128

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laffer Tengler Investments's FE Position: Q2 2024 in Review

Laffer Tengler Investments sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 144 shares — an estimated $5.56K sold.

Laffer Tengler Investments first reported a position in FE in Q2 2016 and held it in 5 quarters. The position peaked at $1.15M in Q2 2016. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Laffer Tengler Investments reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 144 FirstEnergy shares in Q2 2024, an estimated $5.56K.
  • Laffer Tengler Investments first reported a position in FirstEnergy in Q2 2016 and held it in 5 quarters.
  • Laffer Tengler Investments's FirstEnergy position peaked at $1.15M in Q2 2016.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.