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Regal Investment Advisors’s FirstEnergy FE Stock Holding History

Regal 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
2022
Q3 		– Sell
-6,027
Closed -$231K – 497
2022
Q2 		$231K Buy
6,027
+14
+0.2% +$598 0.02% 432
2022
Q1 		$276K Sell
6,013
-222
-4% -$9.39K 0.03% 434
2021
Q4 		$259K Sell
6,235
-224
-3% -$8.64K 0.02% 465
2021
Q3 		$230K Sell
6,459
-1,909
-23% -$72.5K 0.02% 480
2021
Q2 		$311K Buy
+8,368
New +$311K 0.03% 413
2021
Q1 		– Sell
-8,287
Closed -$254K – 156
2020
Q4 		$254K Buy
+8,287
New +$248K 0.03% 394
2015
Q4 		– Sell
-377
Closed -$11K – 474
2015
Q3 		$11K Hold
377
– – ﹤0.01% 670
2015
Q2 		$12K Hold
377
– – ﹤0.01% 627
2015
Q1 		$13K Sell
377
-224
-37% -$8.38K ﹤0.01% 638
2014
Q4 		$23K Buy
601
+144
+32% +$5.28K 0.01% 508
2014
Q3 		$15K Hold
457
– – ﹤0.01% 612
2014
Q2 		$16K Hold
457
– – 0.01% 584
2014
Q1 		$16K Buy
457
+301
+193% +$9.52K 0.01% 555
2013
Q4 		$5K Buy
156
+2
+1% +$70 ﹤0.01% 673
2013
Q3 		$6K Buy
154
+2
+1% +$75 ﹤0.01% 680
2013
Q2 		$6K Buy
+152
New +$6.39K ﹤0.01% 667

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Regal Investment Advisors's FE Position: Q3 2022 in Review

Regal Investment Advisors sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 6,027 shares — an estimated $231K sold.

Regal Investment Advisors first reported a position in FE in Q2 2013 and held it in 16 quarters. The position peaked at $311K in Q2 2021. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Regal Investment Advisors reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 6,027 FirstEnergy shares in Q3 2022, an estimated $231K.
  • Regal Investment Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 16 quarters.
  • Regal Investment Advisors's FirstEnergy position peaked at $311K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.