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NWQ Investment Management Company’s FirstEnergy FE Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		– Sell
-2,277,592
Closed -$88.3K – 158
2020
Q2 		$88.3K Buy
2,277,592
+36,677
+2% +$1.52M 2.95% 2
2020
Q1 		$89.8M Buy
2,240,915
+29,731
+1% +$1.38M 3.6% 2
2019
Q4 		$107M Sell
2,211,184
-65,922
-3% -$3.15M 2.67% 2
2019
Q3 		$110M Sell
2,277,106
-13,321
-0.6% -$603K 2.66% 2
2019
Q2 		$98.1M Sell
2,290,427
-268,541
-10% -$11.3M 2.21% 4
2019
Q1 		$106M Sell
2,558,968
-151,358
-6% -$6.01M 2.31% 2
2018
Q4 		$102M Sell
2,710,326
-22,066
-0.8% -$836K 2.41% 2
2018
Q3 		$102M Sell
2,732,392
-51,101
-2% -$1.87M 2.01% 3
2018
Q2 		$100M Sell
2,783,493
-316,189
-10% -$10.8M 1.8% 7
2018
Q1 		$105M Buy
3,099,682
+558,256
+22% +$17.9M 1.7% 8
2017
Q4 		$77.8M Buy
2,541,426
+256,597
+11% +$8.34M 1.01% 25
2017
Q3 		$70.4M Buy
+2,284,829
New +$71.9M 0.86% 30

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NWQ Investment Management Company's FE Position: Q3 2020 in Review

NWQ Investment Management Company sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 2,277,592 shares — an estimated $88.3K sold.

NWQ Investment Management Company first reported a position in FE in Q3 2017 and held it in 12 quarters. The position peaked at $110M in Q3 2019. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

  • NWQ Investment Management Company reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,277,592 FirstEnergy shares in Q3 2020, an estimated $88.3K.
  • NWQ Investment Management Company first reported a position in FirstEnergy in Q3 2017 and held it in 12 quarters.
  • NWQ Investment Management Company's FirstEnergy position peaked at $110M in Q3 2019.
  • 612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.