Tucker Asset Management’s FirstEnergy FE Stock Holding History

Tucker Asset Management’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
2024 Q1	–	Sell	-52	Closed	-$1.91K	–	1693
2023 Q4	$1.91K	Hold	52	–	–	﹤0.01%	1136
2023 Q3	$1.78K	Hold	52	–	–	﹤0.01%	1066
2023 Q2	$2.02K	Hold	52	–	–	﹤0.01%	849
2023 Q1	$2.08K	Hold	52	–	–	﹤0.01%	884
2022 Q4	$2.2K	Hold	52	–	–	﹤0.01%	538
2022 Q3	$1.96K	Hold	52	–	–	﹤0.01%	568
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	449
2022 Q1	$2.38K	Buy	+52	New	+$2.2K	﹤0.01%	403

Other funds holding FE

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tucker Asset Management's FE Position: Q1 2024 in Review

Tucker Asset Management sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 52 shares — an estimated $1.91K sold.

Tucker Asset Management first reported a position in FE in Q1 2022 and held it in 8 quarters. The position peaked at $2.38K in Q1 2022. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

Tucker Asset Management reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 52 FirstEnergy shares in Q1 2024, an estimated $1.91K.
Tucker Asset Management first reported a position in FirstEnergy in Q1 2022 and held it in 8 quarters.
Tucker Asset Management's FirstEnergy position peaked at $2.38K in Q1 2022.
691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.