MLFP
FE icon

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return