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StrategIQ Financial Group’s FirstEnergy FE Stock Holding History

StrategIQ 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
Q4 		$202K Buy
+5,517
New +$200K 0.02% 313
2023
Q3 		– Sell
-5,264
Closed -$205K – 306
2023
Q2 		$205K Buy
+5,264
New +$207K 0.02% 298

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

StrategIQ Financial Group's FE Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in FirstEnergy (FE) in Q4 2023: 5,517 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: StrategIQ Financial Group previously reported a position in FE as recently as Q2 2023.

StrategIQ Financial Group first reported a position in FE in Q2 2023 and has held it in 2 quarters since. The position peaked at $205K in Q2 2023. 690 funds tracked by Wall St. Rank hold FE as of Q4 2023.

  • StrategIQ Financial Group held 5,517 shares of FirstEnergy worth $202K as of Q4 2023.
  • FirstEnergy was a new StrategIQ Financial Group position in Q4 2023.
  • FirstEnergy made up 0.02% of StrategIQ Financial Group's portfolio in Q4 2023, its #313 holding.
  • StrategIQ Financial Group first reported a position in FirstEnergy in Q2 2023 and has held it in 2 quarters since.
  • StrategIQ Financial Group's FirstEnergy position peaked at $205K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.