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Ranch Capital Advisors’s FirstEnergy FE Stock Holding History

Ranch Capital 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
-150
Closed -$5K – 294
2021
Q3 		$5K Hold
150
– – ﹤0.01% 537
2021
Q2 		$5K Buy
150
+100
+200% +$3.72K ﹤0.01% 741
2021
Q1 		$1K Hold
50
– – ﹤0.01% 828
2020
Q4 		$1K Hold
50
– – ﹤0.01% 839
2020
Q3 		$1K Hold
50
– – ﹤0.01% 829
2020
Q2 		$1K Hold
50
– – ﹤0.01% 868
2020
Q1 		$2K Hold
50
– – ﹤0.01% 788
2019
Q4 		$2K Buy
+50
New +$2.39K ﹤0.01% 873

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ranch Capital Advisors's FE Position: Q4 2021 in Review

Ranch Capital Advisors sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 150 shares — an estimated $5K sold.

Ranch Capital Advisors first reported a position in FE in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2021. 698 funds tracked by Wall St. Rank hold FE as of Q4 2021.

  • Ranch Capital Advisors reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 150 FirstEnergy shares in Q4 2021, an estimated $5K.
  • Ranch Capital Advisors first reported a position in FirstEnergy in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's FirstEnergy position peaked at $5K in Q3 2021.
  • 698 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.