Stevens First Principles Investment Advisors’s FirstEnergy FE Stock Holding History

Stevens First Principles 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
2019 Q2	$25K	Hold	589	–	–	0.01%	107
2019 Q1	$25K	Hold	589	–	–	0.01%	112
2018 Q4	$22K	Buy	+589	New	+$22.3K	0.01%	111
2015 Q3	–	Sell	-215	Closed	-$7K	–	205
2015 Q2	$7K	Hold	215	–	–	﹤0.01%	204
2015 Q1	$8K	Hold	215	–	–	0.01%	188
2014 Q4	$8K	Hold	215	–	–	0.01%	191
2014 Q3	$7K	Hold	215	–	–	﹤0.01%	208
2014 Q2	$7K	Hold	215	–	–	﹤0.01%	192
2014 Q1	$7K	Hold	215	–	–	﹤0.01%	179
2013 Q4	$7K	Hold	215	–	–	﹤0.01%	189
2013 Q3	$8K	Hold	215	–	–	﹤0.01%	183
2013 Q2	$8K	Buy	+215	New	+$9.04K	0.01%	183

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Stevens First Principles Investment Advisors's FE Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its FirstEnergy (FE) position steady in Q2 2019 at 589 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #107.

Stevens First Principles Investment Advisors first reported a position in FE in Q2 2013 and has held it in 12 quarters since. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

Stevens First Principles Investment Advisors held 589 shares of FirstEnergy worth $25K as of Q2 2019.
Stevens First Principles Investment Advisors left its FirstEnergy share count unchanged in Q2 2019.
FirstEnergy made up 0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #107 holding.
Stevens First Principles Investment Advisors first reported a position in FirstEnergy in Q2 2013 and has held it in 12 quarters since.
634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.