Surevest’s FirstEnergy FE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	451
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	487
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	462
2021 Q4	$1K	Buy	+20	New	+$771	﹤0.01%	471

Other funds holding FE

Surevest held its FirstEnergy (FE) position steady in Q3 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Surevest first reported a position in FE in Q4 2021 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

Surevest held 20 shares of FirstEnergy worth $1K as of Q3 2022.
Surevest left its FirstEnergy share count unchanged in Q3 2022.
FirstEnergy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #451 holding.
Surevest first reported a position in FirstEnergy in Q4 2021 and has held it in 4 quarters since.
683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.