LNC
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Lincoln National Corp’s FirstEnergy FE Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-9,808
Closed -$379K – 379
2024
Q1 		$379K Buy
9,808
+72
+0.7% +$2.69K 0.01% 858
2023
Q4 		$357K Buy
9,736
+2
+0% +$72 0.01% 805
2023
Q3 		$333K Buy
9,734
+471
+5% +$17.5K 0.01% 746
2023
Q2 		$360K Buy
9,263
+1,753
+23% +$68.8K 0.01% 725
2023
Q1 		$301K Sell
7,510
-596
-7% -$24.1K 0.01% 768
2022
Q4 		$340K Sell
8,106
-650
-7% -$25.4K 0.01% 658
2022
Q3 		$324K Buy
8,756
+1,098
+14% +$43.4K 0.01% 625
2022
Q2 		$294K Sell
7,658
-3,750
-33% -$160K 0.01% 659
2022
Q1 		$524K Buy
+11,408
New +$483K 0.01% 504

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lincoln National Corp's FE Position: Q2 2024 in Review

Lincoln National Corp sold out of FirstEnergy (FE) in Q2 2024, closing a stake of 9,808 shares — an estimated $379K sold.

Lincoln National Corp first reported a position in FE in Q1 2022 and held it in 9 quarters. The position peaked at $524K in Q1 2022. 727 funds tracked by Wall St. Rank hold FE as of Q2 2024.

  • Lincoln National Corp reported no remaining FirstEnergy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 9,808 FirstEnergy shares in Q2 2024, an estimated $379K.
  • Lincoln National Corp first reported a position in FirstEnergy in Q1 2022 and held it in 9 quarters.
  • Lincoln National Corp's FirstEnergy position peaked at $524K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.