RA
FE icon

Rational Advisors’s FirstEnergy FE Stock Holding History

Rational 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
-1,592
Closed -$46K – 348
2020
Q3 		$46K Buy
1,592
+915
+135% +$28.7K 0.02% 194
2020
Q2 		$26K Buy
+677
New +$28K 0.01% 247
2020
Q1 		– Sell
-2,629
Closed -$128K – 287
2019
Q4 		$128K Buy
2,629
+1,252
+91% +$59.8K 0.06% 252
2019
Q3 		$66K Sell
1,377
-443
-24% -$20.1K 0.03% 329
2019
Q2 		$78K Buy
1,820
+1,378
+312% +$57.9K 0.03% 299
2019
Q1 		$18K Sell
442
-24
-5% -$954 ﹤0.01% 396
2018
Q4 		$17K Sell
466
-434
-48% -$16.4K 0.01% 363
2018
Q3 		$33K Sell
900
-300
-25% -$11K 0.01% 321
2018
Q2 		$43K Buy
+1,200
New +$41.1K 0.02% 268
2013
Q4 		$251K Sell
7,600
-48,400
-86% -$1.71M 0.02% 451
2013
Q3 		$2.04M Sell
56,000
-3,500
-6% -$131K 0.16% 210
2013
Q2 		$2.22M Buy
+59,500
New +$2.5M 0.19% 188

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return