MinichMacGregor Wealth Management’s FirstEnergy FE Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-25	Closed	-$1.05K	–	269
2022 Q4	$1.05K	Buy	+25	New	+$977	﹤0.01%	629
2018 Q4	–	Sell	-2,683	Closed	-$99K	–	222
2018 Q3	$99K	Buy	2,683 +2,658	+10,632%	+$97.1K	0.07%	84
2018 Q2	$0	Hold	25	–	–	﹤0.01%	542
2018 Q1	$0	Hold	25	–	–	﹤0.01%	521
2017 Q4	$0	Hold	25	–	–	﹤0.01%	496
2017 Q3	$0	Hold	25	–	–	﹤0.01%	489
2017 Q2	$0	Hold	25	–	–	﹤0.01%	483
2017 Q1	$0	Hold	25	–	–	﹤0.01%	467
2016 Q4	$0	Hold	25	–	–	﹤0.01%	463
2016 Q3	$0	Hold	25	–	–	﹤0.01%	461
2016 Q2	$0	Hold	25	–	–	﹤0.01%	447
2016 Q1	$0	Hold	25	–	–	﹤0.01%	446
2015 Q4	$0	Buy	+25	New	+$786	﹤0.01%	382

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

MinichMacGregor Wealth Management's FE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 25 shares — an estimated $1.05K sold.

MinichMacGregor Wealth Management first reported a position in FE in Q4 2015 and held it in 13 quarters. The position peaked at $99K in Q3 2018. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 25 FirstEnergy shares in Q1 2023, an estimated $1.05K.
MinichMacGregor Wealth Management first reported a position in FirstEnergy in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's FirstEnergy position peaked at $99K in Q3 2018.
713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.