Oak Family Advisors’s FirstEnergy FE Stock Holding History

Oak Family Advisors’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 Q4	–	Sell	-33,524	Closed	-$1.19M	–	155
2021 Q3	$1.19M	Buy	+33,524	New	+$1.27M	0.44%	44

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oak Family Advisors's FE Position: Q4 2021 in Review

Oak Family Advisors sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 33,524 shares — an estimated $1.19M sold.

Oak Family Advisors first reported a position in FE in Q3 2021 and held it in 1 quarter. The position peaked at $1.19M in Q3 2021. 697 funds tracked by Wall St. Rank hold FE as of Q4 2021.

Oak Family Advisors reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
Oak Family Advisors sold 33,524 FirstEnergy shares in Q4 2021, an estimated $1.19M.
Oak Family Advisors first reported a position in FirstEnergy in Q3 2021 and held it in 1 quarter.
Oak Family Advisors's FirstEnergy position peaked at $1.19M in Q3 2021.
697 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on Oak Family Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.