Meridian Wealth Partners’s FirstEnergy FE Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-342	Closed	-$12K	–	493
2021 Q1	$12K	Buy	+342	New	+$11.2K	﹤0.01%	399

Other funds holding FE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's FE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 342 shares — an estimated $12K sold.

Meridian Wealth Partners first reported a position in FE in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 621 funds tracked by Wall St. Rank hold FE as of Q2 2021.

Meridian Wealth Partners reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 342 FirstEnergy shares in Q2 2021, an estimated $12K.
Meridian Wealth Partners first reported a position in FirstEnergy in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's FirstEnergy position peaked at $12K in Q1 2021.
621 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.