Summit Financial’s FirstEnergy FE Stock Holding History

Summit Financial’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 Q2	–	Sell	-5,892	Closed	-$2.7M	–	237
2022 Q1	$2.7M	Buy	5,892 +787	+15%	+$33.3K	0.21%	48
2021 Q4	$212K	Buy	+5,105	New	+$197K	0.02%	236

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's FE Position: Q2 2022 in Review

Summit Financial sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 5,892 shares — an estimated $2.7M sold.

Summit Financial first reported a position in FE in Q4 2021 and held it in 2 quarters. The position peaked at $2.7M in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

Summit Financial reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
Summit Financial sold 5,892 FirstEnergy shares in Q2 2022, an estimated $2.7M.
Summit Financial first reported a position in FirstEnergy in Q4 2021 and held it in 2 quarters.
Summit Financial's FirstEnergy position peaked at $2.7M in Q1 2022.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on Summit Financial's 13F filing for Q2 2022, filed 12 Aug 2022.