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Tortoise Capital Advisors’s FirstEnergy FE Stock Holding History

Tortoise Capital 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
2021
Q1 		– Sell
-72,968
Closed -$2.23M – 145
2020
Q4 		$2.23M Hold
72,968
– – 0.04% 54
2020
Q3 		$2.1M Buy
72,968
+14,594
+25% +$458K 0.04% 61
2020
Q2 		$2.26M Buy
+58,374
New +$2.41M 0.04% 48
2013
Q3 		– Sell
-12
Closed – – 106
2013
Q2 		$0 Buy
+12
New +$505 ﹤0.01% 114

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Capital Advisors's FE Position: Q1 2021 in Review

Tortoise Capital Advisors sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 72,968 shares — an estimated $2.23M sold.

Tortoise Capital Advisors first reported a position in FE in Q2 2013 and held it in 4 quarters. The position peaked at $2.26M in Q2 2020. 632 funds tracked by Wall St. Rank hold FE as of Q1 2021.

  • Tortoise Capital Advisors reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
  • Tortoise Capital Advisors sold 72,968 FirstEnergy shares in Q1 2021, an estimated $2.23M.
  • Tortoise Capital Advisors first reported a position in FirstEnergy in Q2 2013 and held it in 4 quarters.
  • Tortoise Capital Advisors's FirstEnergy position peaked at $2.26M in Q2 2020.
  • 632 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Tortoise Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.