Midwest Wealth Management’s FirstEnergy FE Stock Holding History

Midwest 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 Q1	$1.74M	Buy	37,854 +1,501	+4%	+$63.5K	1.05%	47
2021 Q4	$1.51M	Buy	36,353 +4,318	+13%	+$166K	0.95%	60
2021 Q3	$1.14M	Buy	32,035 +1,096	+4%	+$41.6K	0.79%	66
2021 Q2	$1.15M	Buy	30,939 +3,204	+12%	+$119K	0.82%	59
2021 Q1	$962K	Buy	27,735 +4,518	+19%	+$148K	0.78%	62
2020 Q4	$711K	Buy	+23,217	New	+$696K	0.65%	68

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Midwest Wealth Management's FE Position: Q1 2022 in Review

Midwest Wealth Management increased its FirstEnergy (FE) stake by 4.1% in Q1 2022, buying an estimated $63.5K and bringing the position to 37,854 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #47.

Midwest Wealth Management first reported a position in FE in Q4 2020 and has held it in 6 quarters since. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

Midwest Wealth Management held 37,854 shares of FirstEnergy worth $1.74M as of Q1 2022.
Midwest Wealth Management bought 1,501 FirstEnergy shares in Q1 2022, an estimated $63.5K.
FirstEnergy made up 1.05% of Midwest Wealth Management's portfolio in Q1 2022, its #47 holding.
Midwest Wealth Management first reported a position in FirstEnergy in Q4 2020 and has held it in 6 quarters since.
695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.