Prudent Man Advisors’s FirstEnergy FE Stock Holding History

Prudent Man 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 Q3	–	Sell	-16,439	Closed	-$638K	–	163
2020 Q2	$638K	Buy	+16,439	New	+$679K	0.57%	48

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Prudent Man Advisors's FE Position: Q3 2020 in Review

Prudent Man Advisors sold out of FirstEnergy (FE) in Q3 2020, closing a stake of 16,439 shares — an estimated $638K sold.

Prudent Man Advisors first reported a position in FE in Q2 2020 and held it in 1 quarter. The position peaked at $638K in Q2 2020. 612 funds tracked by Wall St. Rank hold FE as of Q3 2020.

Prudent Man Advisors reported no remaining FirstEnergy position as of Q3 2020 after selling out during the quarter.
Prudent Man Advisors sold 16,439 FirstEnergy shares in Q3 2020, an estimated $638K.
Prudent Man Advisors first reported a position in FirstEnergy in Q2 2020 and held it in 1 quarter.
Prudent Man Advisors's FirstEnergy position peaked at $638K in Q2 2020.
612 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2020.

Based on Prudent Man Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.