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Madden Securities’s FirstEnergy FE Stock Holding History

Madden Securities’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
2023
Q1 		– Sell
-1,476
Closed -$61.9K – 182
2022
Q4 		$61.9K Sell
1,476
-4,289
-74% -$168K 0.03% 182
2022
Q3 		$213K Sell
5,765
-4,275
-43% -$169K 0.13% 90
2022
Q2 		$385K Sell
10,040
-98,035
-91% -$4.19M 0.21% 76
2022
Q1 		$4.96M Sell
108,075
-5,100
-5% -$216K 2.23% 16
2021
Q4 		$4.71M Sell
113,175
-1,200
-1% -$46.3K 2.21% 13
2021
Q3 		$4.07M Sell
114,375
-125
-0.1% -$4.74K 2.2% 12
2021
Q2 		$4.26M Sell
114,500
-431
-0.4% -$16K 2.23% 9
2021
Q1 		$3.99M Sell
114,931
-3,495
-3% -$114K 2.33% 8
2020
Q4 		$3.63M Buy
118,426
+60,721
+105% +$1.82M 2.33% 8
2020
Q3 		$1.66M Buy
+57,705
New +$1.81M 1.23% 24

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madden Securities's FE Position: Q1 2023 in Review

Madden Securities sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 1,476 shares — an estimated $61.9K sold.

Madden Securities first reported a position in FE in Q3 2020 and held it in 10 quarters. The position peaked at $4.96M in Q1 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • Madden Securities reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 1,476 FirstEnergy shares in Q1 2023, an estimated $61.9K.
  • Madden Securities first reported a position in FirstEnergy in Q3 2020 and held it in 10 quarters.
  • Madden Securities's FirstEnergy position peaked at $4.96M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.