Marks Group Wealth Management’s FirstEnergy FE Stock Holding History

Marks Group Wealth Management’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 Q2	–	Sell	-27,879	Closed	-$1.28M	–	297
2022 Q1	$1.28M	Buy	27,879 +6,339	+29%	+$268K	0.16%	141
2021 Q4	$898K	Buy	21,540 +4,527	+27%	+$175K	0.11%	185
2021 Q3	$612K	Buy	17,013 +456	+3%	+$17.3K	0.08%	187
2021 Q2	$615K	Buy	16,557 +777	+5%	+$28.9K	0.08%	166
2021 Q1	$550K	Buy	15,780 +3,620	+30%	+$118K	0.08%	170
2020 Q4	$372K	Sell	12,160 -1,666	-12%	-$49.9K	0.06%	191
2020 Q3	$397K	Buy	13,826 +998	+8%	+$31.3K	0.07%	183
2020 Q2	$501K	Buy	+12,828	New	+$530K	0.1%	161

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Marks Group Wealth Management's FE Position: Q2 2022 in Review

Marks Group Wealth Management sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 27,879 shares — an estimated $1.28M sold.

Marks Group Wealth Management first reported a position in FE in Q2 2020 and held it in 8 quarters. The position peaked at $1.28M in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

Marks Group Wealth Management reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 27,879 FirstEnergy shares in Q2 2022, an estimated $1.28M.
Marks Group Wealth Management first reported a position in FirstEnergy in Q2 2020 and held it in 8 quarters.
Marks Group Wealth Management's FirstEnergy position peaked at $1.28M in Q1 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.