Lenox Wealth Advisors’s FirstEnergy FE Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-50	Closed	-$2K	–	838
2021 Q4	$2K	Buy	+50	New	+$1.93K	﹤0.01%	717
2019 Q2	–	Sell	-190	Closed	-$8K	–	471
2019 Q1	$8K	Buy	+190	New	+$7.55K	﹤0.01%	295
2018 Q3	–	Sell	-1,328	Closed	-$48K	–	449
2018 Q2	$48K	Buy	+1,328	New	+$45.5K	0.01%	138
2015 Q4	–	Sell	-200	Closed	-$6K	–	526
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	229
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	176
2015 Q1	$7K	Hold	200	–	–	﹤0.01%	195
2014 Q4	$8K	Hold	200	–	–	﹤0.01%	185
2014 Q3	$7K	Buy	+200	New	+$6.61K	﹤0.01%	201
2014 Q1	–	Sell	-44	Closed	-$1K	–	243
2013 Q4	$1K	Buy	+44	New	+$1.55K	﹤0.01%	355

Other funds holding FE

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Lenox Wealth Advisors's FE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FE in Q4 2013 and held it in 9 quarters. The position peaked at $48K in Q2 2018. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

Lenox Wealth Advisors reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 50 FirstEnergy shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in FirstEnergy in Q4 2013 and held it in 9 quarters.
Lenox Wealth Advisors's FirstEnergy position peaked at $48K in Q2 2018.
695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.