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Leavell Investment Management’s FirstEnergy FE Stock Holding History

Leavell Investment 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 		– Sell
-4,575
Closed -$210K – 434
2022
Q1 		$210K Buy
+4,575
New +$194K 0.01% 404
2015
Q3 		– Sell
-8,110
Closed -$264K – 378
2015
Q2 		$264K Sell
8,110
-4,000
-33% -$140K 0.04% 347
2015
Q1 		$425K Hold
12,110
– – 0.06% 275
2014
Q4 		$472K Sell
12,110
-500
-4% -$18.3K 0.07% 244
2014
Q3 		$423K Buy
12,610
+300
+2% +$9.92K 0.07% 256
2014
Q2 		$427K Buy
12,310
+2,700
+28% +$90.9K 0.07% 255
2014
Q1 		$327K Buy
9,610
+500
+5% +$15.8K 0.05% 289
2013
Q4 		$300K Sell
9,110
-8,200
-47% -$289K 0.05% 306
2013
Q3 		$631K Hold
17,310
– – 0.11% 189
2013
Q2 		$646K Buy
+17,310
New +$728K 0.12% 177

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leavell Investment Management's FE Position: Q2 2022 in Review

Leavell Investment Management sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 4,575 shares — an estimated $210K sold.

Leavell Investment Management first reported a position in FE in Q2 2013 and held it in 10 quarters. The position peaked at $646K in Q2 2013. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • Leavell Investment Management reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • Leavell Investment Management sold 4,575 FirstEnergy shares in Q2 2022, an estimated $210K.
  • Leavell Investment Management first reported a position in FirstEnergy in Q2 2013 and held it in 10 quarters.
  • Leavell Investment Management's FirstEnergy position peaked at $646K in Q2 2013.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Leavell Investment Management's 13F filing for Q2 2022, filed 28 Jul 2022.