Planned Solutions’s FirstEnergy FE Stock Holding History

Planned Solutions’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 Q1	–	Sell	-735	Closed	-$22K	–	175
2020 Q4	$22K	Hold	735	–	–	0.02%	275
2020 Q3	$21K	Buy	+735	New	+$23.1K	0.02%	213

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Planned Solutions's FE Position: Q1 2021 in Review

Planned Solutions sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 735 shares — an estimated $22K sold.

Planned Solutions first reported a position in FE in Q3 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 630 funds tracked by Wall St. Rank hold FE as of Q1 2021.

Planned Solutions reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 735 FirstEnergy shares in Q1 2021, an estimated $22K.
Planned Solutions first reported a position in FirstEnergy in Q3 2020 and held it in 2 quarters.
Planned Solutions's FirstEnergy position peaked at $22K in Q4 2020.
630 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.