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Pin Oak Investment Advisors’s FirstEnergy FE Stock Holding History

Pin Oak Investment 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
2020
Q4 		– Sell
-1,305
Closed -$37K – 420
2020
Q3 		$37K Hold
1,305
– – 0.04% 185
2020
Q2 		$51K Hold
1,305
– – 0.05% 162
2020
Q1 		$52K Buy
+1,305
New +$60.6K 0.05% 165

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pin Oak Investment Advisors's FE Position: Q4 2020 in Review

Pin Oak Investment Advisors sold out of FirstEnergy (FE) in Q4 2020, closing a stake of 1,305 shares — an estimated $37K sold.

Pin Oak Investment Advisors first reported a position in FE in Q1 2020 and held it in 3 quarters. The position peaked at $52K in Q1 2020. 610 funds tracked by Wall St. Rank hold FE as of Q4 2020.

  • Pin Oak Investment Advisors reported no remaining FirstEnergy position as of Q4 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 1,305 FirstEnergy shares in Q4 2020, an estimated $37K.
  • Pin Oak Investment Advisors first reported a position in FirstEnergy in Q1 2020 and held it in 3 quarters.
  • Pin Oak Investment Advisors's FirstEnergy position peaked at $52K in Q1 2020.
  • 610 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.