Titleist Capital’s FirstEnergy FE Stock Holding History

Titleist Capital’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 Q4	$595K	Sell	14,182 -245	-2%	-$9.58K	0.14%	127
2022 Q3	$534K	Buy	+14,427	New	+$570K	0.12%	131

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Titleist Capital's FE Position: Q4 2022 in Review

Titleist Capital reduced its FirstEnergy (FE) stake by 1.7% in Q4 2022, selling an estimated $9.58K and leaving 14,182 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #127.

Titleist Capital first reported a position in FE in Q3 2022 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold FE as of Q4 2022.

Titleist Capital held 14,182 shares of FirstEnergy worth $595K as of Q4 2022.
Titleist Capital sold 245 FirstEnergy shares in Q4 2022, an estimated $9.58K.
FirstEnergy made up 0.14% of Titleist Capital's portfolio in Q4 2022, its #127 holding.
Titleist Capital first reported a position in FirstEnergy in Q3 2022 and has held it in 2 quarters since.
717 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.