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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 $846B AUM 46.74% 1-Year Est. Return
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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's FE Position: Q1 2024 in Review

Lee Financial sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 58 shares — an estimated $2.13K sold.

Lee Financial first reported a position in FE in Q1 2018 and held it in 12 quarters. The position peaked at $997K in Q3 2021. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • Lee Financial reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 58 FirstEnergy shares in Q1 2024, an estimated $2.13K.
  • Lee Financial first reported a position in FirstEnergy in Q1 2018 and held it in 12 quarters.
  • Lee Financial's FirstEnergy position peaked at $997K in Q3 2021.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.