Lee Financial’s FirstEnergy FE Stock Holding History

Lee Financial’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 Q1	–	Sell	-58	Closed	-$2.13K	–	400
2023 Q4	$2.13K	Buy	+58	New	+$2.1K	﹤0.01%	740
2022 Q4	–	Sell	-51	Closed	-$2K	–	950
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	674
2022 Q2	$2K	Buy	+51	New	+$2.18K	﹤0.01%	689
2021 Q4	–	Sell	-27,994	Closed	-$997K	–	919
2021 Q3	$997K	Buy	27,994 +3,870	+16%	+$147K	0.21%	61
2021 Q2	$898K	Sell	24,124 -250	-1%	-$9.29K	0.19%	65
2021 Q1	$845K	Buy	24,374 +1,845	+8%	+$60.3K	0.2%	66
2020 Q4	$689K	Sell	22,529 -2,906	-11%	-$87.1K	0.18%	69
2020 Q3	$730K	Sell	25,435 -55	-0.2%	-$1.73K	0.2%	69
2020 Q2	$989K	Buy	25,490 +11,350	+80%	+$469K	0.27%	61
2020 Q1	$566K	Buy	+14,140	New	+$657K	0.19%	66
2018 Q3	–	Sell	-8,400	Closed	-$302K	–	549
2018 Q2	$302K	Hold	8,400	–	–	0.07%	123
2018 Q1	$286K	Buy	+8,400	New	+$270K	0.07%	134

Other funds holding FE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return