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TCWP’s FirstEnergy FE Stock Holding History

TCWP’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
-310
Closed -$14K – 764
2022
Q1 		$14K Buy
+310
New +$13.1K ﹤0.01% 789

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's FE Position: Q2 2022 in Review

TCWP sold out of FirstEnergy (FE) in Q2 2022, closing a stake of 310 shares — an estimated $14K sold.

TCWP first reported a position in FE in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 683 funds tracked by Wall St. Rank hold FE as of Q2 2022.

  • TCWP reported no remaining FirstEnergy position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 310 FirstEnergy shares in Q2 2022, an estimated $14K.
  • TCWP first reported a position in FirstEnergy in Q1 2022 and held it in 1 quarter.
  • TCWP's FirstEnergy position peaked at $14K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.