Lebenthal Global Advisors’s FirstEnergy FE Stock Holding History

Lebenthal Global Advisors’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 Q1	–	Sell	-33	Closed	-$1K	–	271
2020 Q4	$1K	Buy	+33	New	+$989	﹤0.01%	548

Other funds holding FE

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lebenthal Global Advisors's FE Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Lebenthal Global Advisors first reported a position in FE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 630 funds tracked by Wall St. Rank hold FE as of Q1 2021.

Lebenthal Global Advisors reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 33 FirstEnergy shares in Q1 2021, an estimated $1K.
Lebenthal Global Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's FirstEnergy position peaked at $1K in Q4 2020.
630 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.