Sterling Financial Group’s FirstEnergy FE Stock Holding History

Sterling Financial Group’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 Q2	–	Sell	-5,631	Closed	-$236K	–	63
2023 Q1	$236K	Hold	5,631	–	–	0.18%	48
2022 Q4	$236K	Buy	+5,631	New	+$220K	0.18%	48

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Sterling Financial Group's FE Position: Q2 2023 in Review

Sterling Financial Group sold out of FirstEnergy (FE) in Q2 2023, closing a stake of 5,631 shares — an estimated $236K sold.

Sterling Financial Group first reported a position in FE in Q4 2022 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 681 funds tracked by Wall St. Rank hold FE as of Q2 2023.

Sterling Financial Group reported no remaining FirstEnergy position as of Q2 2023 after selling out during the quarter.
Sterling Financial Group sold 5,631 FirstEnergy shares in Q2 2023, an estimated $236K.
Sterling Financial Group first reported a position in FirstEnergy in Q4 2022 and held it in 2 quarters.
Sterling Financial Group's FirstEnergy position peaked at $236K in Q1 2023.
681 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2023.

Based on Sterling Financial Group's 13F filing for Q2 2023, filed 7 Sep 2023.