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Sheaff Brock Investment Advisors’s FirstEnergy FE Stock Holding History

Sheaff Brock 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
Q1 		– Sell
-5,494
Closed -$228K – 549
2021
Q4 		$228K Sell
5,494
-500
-8% -$19.3K 0.02% 459
2021
Q3 		$214K Buy
5,994
+250
+4% +$9.49K 0.02% 474
2021
Q2 		$214K Buy
+5,744
New +$214K 0.02% 454
2020
Q1 		– Sell
-4,128
Closed -$201K – 438
2019
Q4 		$201K Sell
4,128
-1,499
-27% -$71.6K 0.02% 415
2019
Q3 		$271K Buy
5,627
+2
+0% +$91 0.03% 351
2019
Q2 		$241K Sell
5,625
-212
-4% -$8.91K 0.03% 379
2019
Q1 		$243K Sell
5,837
-65
-1% -$2.58K 0.03% 384
2018
Q4 		$222K Sell
5,902
-356
-6% -$13.5K 0.03% 375
2018
Q3 		$233K Buy
6,258
+1
+0% +$37 0.02% 408
2018
Q2 		$225K Sell
6,257
-589
-9% -$20.2K 0.02% 428
2018
Q1 		$233K Sell
6,846
-2,999
-30% -$96.3K 0.02% 423
2017
Q4 		$301K Buy
9,845
+14
+0.1% +$455 0.04% 350
2017
Q3 		$303K Buy
9,831
+327
+3% +$10.3K 0.04% 358
2017
Q2 		$277K Sell
9,504
-1,391
-13% -$41.3K 0.04% 402
2017
Q1 		$347K Buy
10,895
+50
+0.5% +$1.54K 0.05% 354
2016
Q4 		$336K Buy
10,845
+1,454
+15% +$46.6K 0.04% 368
2016
Q3 		$311K Sell
9,391
-132
-1% -$4.48K 0.04% 346
2016
Q2 		$332K Buy
9,523
+424
+5% +$14.4K 0.04% 347
2016
Q1 		$327K Buy
9,099
+518
+6% +$17.4K 0.04% 363
2015
Q4 		$272K Buy
+8,581
New +$270K 0.03% 441

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's FE Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of FirstEnergy (FE) in Q1 2022, closing a stake of 5,494 shares — an estimated $228K sold.

Sheaff Brock Investment Advisors first reported a position in FE in Q4 2015 and held it in 20 quarters. The position peaked at $347K in Q1 2017. 695 funds tracked by Wall St. Rank hold FE as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining FirstEnergy position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,494 FirstEnergy shares in Q1 2022, an estimated $228K.
  • Sheaff Brock Investment Advisors first reported a position in FirstEnergy in Q4 2015 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's FirstEnergy position peaked at $347K in Q1 2017.
  • 695 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.