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Steward Financial Group’s FirstEnergy FE Stock Holding History

Steward 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
Q3 		$2K Buy
+65
New +$2.42K ﹤0.01% 970
2022
Q3 		– Sell
-15
Closed – – 514
2022
Q2 		$0 Buy
+15
New +$640 ﹤0.01% 1099

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's FE Position: Q3 2023 in Review

Steward Financial Group opened a new position in FirstEnergy (FE) in Q3 2023: 65 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FE as recently as Q2 2022.

Steward Financial Group first reported a position in FE in Q2 2022 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Steward Financial Group held 65 shares of FirstEnergy worth $2K as of Q3 2023.
  • FirstEnergy was a new Steward Financial Group position in Q3 2023.
  • FirstEnergy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #970 holding.
  • Steward Financial Group first reported a position in FirstEnergy in Q2 2022 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.