Sierra Capital’s FirstEnergy FE Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-52	Closed	-$2K	–	315
2022 Q4	$2K	Hold	52	–	–	﹤0.01%	512
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	512
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	581
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	659
2021 Q4	$2K	Buy	+52	New	+$2K	﹤0.01%	672

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sierra Capital's FE Position: Q1 2023 in Review

Sierra Capital sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 52 shares — an estimated $2K sold.

Sierra Capital first reported a position in FE in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

Sierra Capital reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 52 FirstEnergy shares in Q1 2023, an estimated $2K.
Sierra Capital first reported a position in FirstEnergy in Q4 2021 and held it in 5 quarters.
Sierra Capital's FirstEnergy position peaked at $2K in Q4 2022.
713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.