MLFP
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MPS Loria Financial Planners’s FirstEnergy FE Stock Holding History

MPS Loria Financial Planners’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
-202
Closed -$7K – 270
2021
Q1 		$7K Sell
202
-1
-0.5% -$33 ﹤0.01% 321
2020
Q4 		$6K Hold
203
– – ﹤0.01% 348
2020
Q3 		$6K Hold
203
– – ﹤0.01% 264
2020
Q2 		$8K Buy
+203
New +$8.39K ﹤0.01% 262
2017
Q3 		– Sell
-203
Closed -$7K – 167
2017
Q2 		$7K Buy
+203
New +$6.03K ﹤0.01% 313

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPS Loria Financial Planners's FE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 202 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in FE in Q2 2017 and held it in 5 quarters. The position peaked at $8K in Q2 2020. 622 funds tracked by Wall St. Rank hold FE as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 202 FirstEnergy shares in Q2 2021, an estimated $7K.
  • MPS Loria Financial Planners first reported a position in FirstEnergy in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's FirstEnergy position peaked at $8K in Q2 2020.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.