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Sterling Investment Advisors (Pennsylvania)’s FirstEnergy FE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-100
Closed -$4K – 246
2022
Q2 		$4K Hold
100
– – ﹤0.01% 465
2022
Q1 		$5K Hold
100
– – ﹤0.01% 490
2021
Q4 		$4K Buy
+100
New +$3.86K ﹤0.01% 499

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of FirstEnergy (FE) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FE in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 684 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining FirstEnergy position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 FirstEnergy shares in Q3 2022, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in FirstEnergy in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s FirstEnergy position peaked at $5K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.