SWA
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Sutton Wealth Advisors’s FirstEnergy FE Stock Holding History

Sutton Wealth 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
2023
Q3 		$3.31K Sell
97
-35
-27% -$1.3K ﹤0.01% 648
2023
Q2 		$5.13K Hold
132
– – ﹤0.01% 558
2023
Q1 		$5.29K Hold
132
– – ﹤0.01% 508
2022
Q4 		$5.54K Hold
132
– – ﹤0.01% 1084
2022
Q3 		$4.88K Hold
132
– – ﹤0.01% 1077
2022
Q2 		$5.07K Sell
132
-17
-11% -$726 ﹤0.01% 1063
2022
Q1 		$6.83K Buy
149
+17
+13% +$719 ﹤0.01% 1036
2021
Q4 		$5.49K Hold
132
– – ﹤0.01% 1054
2021
Q3 		$4.7K Sell
132
-20
-13% -$759 ﹤0.01% 1062
2021
Q2 		$5.66K Hold
152
– – ﹤0.01% 1027
2021
Q1 		$5.27K Hold
152
– – ﹤0.01% 1010
2020
Q4 		$4.65K Buy
152
+36
+31% +$1.08K ﹤0.01% 995
2020
Q3 		$3.33K Sell
116
-101
-47% -$3.17K ﹤0.01% 1009
2020
Q2 		$8.41K Hold
217
– – ﹤0.01% 747
2020
Q1 		$8.7K Buy
217
+8
+4% +$372 0.01% 693
2019
Q4 		$10.2K Hold
209
– – 0.01% 818
2019
Q3 		$10.1K Hold
209
– – 0.01% 787
2019
Q2 		$8.95K Buy
209
+24
+13% +$1.01K 0.01% 802
2019
Q1 		$7.7K Buy
185
+13
+8% +$517 ﹤0.01% 848
2018
Q4 		$6.46K Hold
172
– – ﹤0.01% 838
2018
Q3 		$6.39K Hold
172
– – ﹤0.01% 867
2018
Q2 		$6.18K Sell
172
-2
-1% -$69 ﹤0.01% 900
2018
Q1 		$5.92K Sell
174
-27
-13% -$867 ﹤0.01% 901
2017
Q4 		$6.16K Buy
201
+20
+11% +$650 ﹤0.01% 865
2017
Q3 		$5.58K Buy
181
+87
+93% +$2.74K ﹤0.01% 860
2017
Q2 		$2.74K Buy
94
+3
+3% +$89 ﹤0.01% 936
2017
Q1 		$2.9K Buy
91
+3
+3% +$93 ﹤0.01% 906
2016
Q4 		$2.73K Buy
88
+32
+57% +$1.02K ﹤0.01% 908
2016
Q3 		$1.85K Hold
56
– – ﹤0.01% 926
2016
Q2 		$1.96K Hold
56
– – ﹤0.01% 888
2016
Q1 		$2.01K Buy
+56
New +$1.88K ﹤0.01% 877

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

Sutton Wealth Advisors's FE Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its FirstEnergy (FE) stake by 27% in Q3 2023, selling an estimated $1.3K and leaving 97 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Sutton Wealth Advisors first reported a position in FE in Q1 2016 and has held it in 31 quarters since. The position peaked at $10.2K in Q4 2019. 664 funds tracked by Wall St. Rank hold FE as of Q3 2023.

  • Sutton Wealth Advisors held 97 shares of FirstEnergy worth $3.31K as of Q3 2023.
  • Sutton Wealth Advisors sold 35 FirstEnergy shares in Q3 2023, an estimated $1.3K.
  • FirstEnergy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #648 holding.
  • Sutton Wealth Advisors first reported a position in FirstEnergy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's FirstEnergy position peaked at $10.2K in Q4 2019.
  • 664 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.