LBD
FE icon

Landsberg Bennett & Dubbaneh’s FirstEnergy FE Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021
Q3 		$806K Sell
22,484
-813
-3% -$30.9K 0.1% 134
2021
Q2 		$875K Buy
23,297
+521
+2% +$19.4K 0.11% 131
2021
Q1 		$781K Buy
22,776
+4,951
+28% +$162K 0.11% 135
2020
Q4 		$546K Buy
+17,825
New +$534K 0.08% 141

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's FE Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh reduced its FirstEnergy (FE) stake by 3.5% in Q3 2021, selling an estimated $30.9K and leaving 22,484 shares worth $806K. The position accounts for 0.1% of the portfolio, ranked #134.

Landsberg Bennett & Dubbaneh first reported a position in FE in Q4 2020 and has held it in 4 quarters since. The position peaked at $875K in Q2 2021. 640 funds tracked by Wall St. Rank hold FE as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 22,484 shares of FirstEnergy worth $806K as of Q3 2021.
  • Landsberg Bennett & Dubbaneh sold 813 FirstEnergy shares in Q3 2021, an estimated $30.9K.
  • FirstEnergy made up 0.1% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #134 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in FirstEnergy in Q4 2020 and has held it in 4 quarters since.
  • Landsberg Bennett & Dubbaneh's FirstEnergy position peaked at $875K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.