Lake Point Wealth Management’s FirstEnergy FE Stock Holding History

Lake Point Wealth Management’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	$7K	Buy	175 +75	+75%	+$3.2K	﹤0.01%	188
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	239
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	275
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	256
2021 Q2	$4K	Buy	+100	New	+$3.72K	﹤0.01%	268
2019 Q2	$29K	Hold	673	–	–	0.01%	205
2019 Q1	$29K	Hold	673	–	–	0.01%	205
2018 Q4	$25K	Buy	+673	New	+$25.5K	0.01%	325

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's FE Position: Q2 2022 in Review

Lake Point Wealth Management increased its FirstEnergy (FE) stake by 75% in Q2 2022, buying an estimated $3.2K and bringing the position to 175 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Lake Point Wealth Management first reported a position in FE in Q4 2018 and has held it in 8 quarters since. The position peaked at $29K in Q2 2019. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

Lake Point Wealth Management held 175 shares of FirstEnergy worth $7K as of Q2 2022.
Lake Point Wealth Management bought 75 FirstEnergy shares in Q2 2022, an estimated $3.2K.
FirstEnergy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #188 holding.
Lake Point Wealth Management first reported a position in FirstEnergy in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's FirstEnergy position peaked at $29K in Q2 2019.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.