SFMG Wealth Advisors’s FirstEnergy FE Stock Holding History

SFMG Wealth 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 Q2	–	Sell	-81,085	Closed	-$3.72M	–	291
2022 Q1	$3.72M	Sell	81,085 -1,244	-2%	-$52.6K	0.37%	43
2021 Q4	$3.42M	Sell	82,329 -401	-0.5%	-$15.5K	0.33%	42
2021 Q3	$2.95M	Hold	82,730	–	–	0.33%	44
2021 Q2	$3.08M	Sell	82,730 -400	-0.5%	-$14.9K	0.34%	39
2021 Q1	$2.88M	Buy	83,130 +1,050	+1%	+$34.3K	0.33%	40
2020 Q4	$2.51M	Buy	82,080 +900	+1%	+$27K	0.32%	42
2020 Q3	$2.33M	Buy	+81,180	New	+$2.55M	0.32%	38

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

SFMG Wealth Advisors's FE Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 81,085 shares — an estimated $3.72M sold.

SFMG Wealth Advisors first reported a position in FE in Q3 2020 and held it in 7 quarters. The position peaked at $3.72M in Q1 2022. 684 funds tracked by Wall St. Rank hold FE as of Q2 2022.

SFMG Wealth Advisors reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 81,085 FirstEnergy shares in Q2 2022, an estimated $3.72M.
SFMG Wealth Advisors first reported a position in FirstEnergy in Q3 2020 and held it in 7 quarters.
SFMG Wealth Advisors's FirstEnergy position peaked at $3.72M in Q1 2022.
684 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.