NEI
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Northwest & Ethical Investments’s FirstEnergy FE Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-74,123
Closed -$3.08M – 367
2019
Q1 		$3.08M Buy
74,123
+17,365
+31% +$690K 0.16% 180
2018
Q4 		$2.13M Buy
+56,758
New +$2.15M 0.13% 215

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northwest & Ethical Investments's FE Position: Q2 2019 in Review

Northwest & Ethical Investments sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 74,123 shares — an estimated $3.08M sold.

Northwest & Ethical Investments first reported a position in FE in Q4 2018 and held it in 2 quarters. The position peaked at $3.08M in Q1 2019. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

  • Northwest & Ethical Investments reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 74,123 FirstEnergy shares in Q2 2019, an estimated $3.08M.
  • Northwest & Ethical Investments first reported a position in FirstEnergy in Q4 2018 and held it in 2 quarters.
  • Northwest & Ethical Investments's FirstEnergy position peaked at $3.08M in Q1 2019.
  • 634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Northwest & Ethical Investments's 13F filing for Q2 2019, filed 8 Jul 2025.