MSCM
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McElhenny Sheffield Capital Management’s FirstEnergy FE Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,000
Closed -$41.9K – 259
2022
Q4 		$41.9K Buy
+1,000
New +$39.1K 0.02% 197

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

McElhenny Sheffield Capital Management's FE Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 1,000 shares — an estimated $41.9K sold.

McElhenny Sheffield Capital Management first reported a position in FE in Q4 2022 and held it in 1 quarter. The position peaked at $41.9K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,000 FirstEnergy shares in Q1 2023, an estimated $41.9K.
  • McElhenny Sheffield Capital Management first reported a position in FirstEnergy in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's FirstEnergy position peaked at $41.9K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.