WQ
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Wealth Quarterback’s FirstEnergy FE Stock Holding History

Wealth Quarterback’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
Q3 		$8K Buy
200
+103
+106% +$3.91K 0.01% 511
2021
Q2 		$4K Buy
+97
New +$3.61K ﹤0.01% 640
2020
Q2 		– Sell
-1,409
Closed -$56.5K – 327
2020
Q1 		$56.5K Buy
1,409
+11
+0.8% +$511 0.05% 209
2019
Q4 		$67.9K Buy
+1,398
New +$66.8K 0.06% 205

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Quarterback's FE Position: Q3 2021 in Review

Wealth Quarterback increased its FirstEnergy (FE) stake by 106% in Q3 2021, buying an estimated $3.91K and bringing the position to 200 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #511.

Wealth Quarterback first reported a position in FE in Q4 2019 and has held it in 4 quarters since. The position peaked at $67.9K in Q4 2019. 640 funds tracked by Wall St. Rank hold FE as of Q3 2021.

  • Wealth Quarterback held 200 shares of FirstEnergy worth $8K as of Q3 2021.
  • Wealth Quarterback bought 103 FirstEnergy shares in Q3 2021, an estimated $3.91K.
  • FirstEnergy made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #511 holding.
  • Wealth Quarterback first reported a position in FirstEnergy in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's FirstEnergy position peaked at $67.9K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.