SteelPeak Wealth’s FirstEnergy FE Stock Holding History

SteelPeak Wealth’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
2021 Q4	–	Sell	-5,786	Closed	-$206K	–	441
2021 Q3	$206K	Sell	5,786 -2,871	-33%	-$109K	0.01%	389
2021 Q2	$322K	Buy	+8,657	New	+$322K	0.02%	328

Other funds holding FE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

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

SteelPeak Wealth's FE Position: Q4 2021 in Review

SteelPeak Wealth sold out of FirstEnergy (FE) in Q4 2021, closing a stake of 5,786 shares — an estimated $206K sold.

SteelPeak Wealth first reported a position in FE in Q2 2021 and held it in 2 quarters. The position peaked at $322K in Q2 2021. 697 funds tracked by Wall St. Rank hold FE as of Q4 2021.

SteelPeak Wealth reported no remaining FirstEnergy position as of Q4 2021 after selling out during the quarter.
SteelPeak Wealth sold 5,786 FirstEnergy shares in Q4 2021, an estimated $206K.
SteelPeak Wealth first reported a position in FirstEnergy in Q2 2021 and held it in 2 quarters.
SteelPeak Wealth's FirstEnergy position peaked at $322K in Q2 2021.
697 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2021.

Based on SteelPeak Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.