Nelson Capital Management’s FirstEnergy FE Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-140	Closed	-$7K	–	167
2019 Q3	$7K	Buy	+140	New	+$6.34K	﹤0.01%	262

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nelson Capital Management's FE Position: Q4 2019 in Review

Nelson Capital Management sold out of FirstEnergy (FE) in Q4 2019, closing a stake of 140 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in FE in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 682 funds tracked by Wall St. Rank hold FE as of Q4 2019.

Nelson Capital Management reported no remaining FirstEnergy position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 140 FirstEnergy shares in Q4 2019, an estimated $7K.
Nelson Capital Management first reported a position in FirstEnergy in Q3 2019 and held it in 1 quarter.
Nelson Capital Management's FirstEnergy position peaked at $7K in Q3 2019.
682 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.