MBE Wealth Management’s FirstEnergy FE Stock Holding History

MBE 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
2020 Q2	–	Sell	-551	Closed	-$22K	–	200
2020 Q1	$22K	Buy	+551	New	+$25.6K	0.02%	203

Other funds holding FE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MBE Wealth Management's FE Position: Q2 2020 in Review

MBE Wealth Management sold out of FirstEnergy (FE) in Q2 2020, closing a stake of 551 shares — an estimated $22K sold.

MBE Wealth Management first reported a position in FE in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 644 funds tracked by Wall St. Rank hold FE as of Q2 2020.

MBE Wealth Management reported no remaining FirstEnergy position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 551 FirstEnergy shares in Q2 2020, an estimated $22K.
MBE Wealth Management first reported a position in FirstEnergy in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's FirstEnergy position peaked at $22K in Q1 2020.
644 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.