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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

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

T. Rowe Price Associates

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

Geode Capital Management

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

Wellington Management Group

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