Toth Financial Advisory’s FirstEnergy FE Stock Holding History

Toth Financial Advisory’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	–	Sell	-600	Closed	-$23.3K	–	793
2023 Q2	$23.3K	Buy	+600	New	+$23.5K	﹤0.01%	372

Other funds holding FE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's FE Position: Q3 2023 in Review

Toth Financial Advisory sold out of FirstEnergy (FE) in Q3 2023, closing a stake of 600 shares — an estimated $23.3K sold.

Toth Financial Advisory first reported a position in FE in Q2 2023 and held it in 1 quarter. The position peaked at $23.3K in Q2 2023. 663 funds tracked by Wall St. Rank hold FE as of Q3 2023.

Toth Financial Advisory reported no remaining FirstEnergy position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 600 FirstEnergy shares in Q3 2023, an estimated $23.3K.
Toth Financial Advisory first reported a position in FirstEnergy in Q2 2023 and held it in 1 quarter.
Toth Financial Advisory's FirstEnergy position peaked at $23.3K in Q2 2023.
663 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.