WAM
FE icon

Wealthspire Advisors (Maryland)’s FirstEnergy FE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,463
Closed -$102K – 981
2019
Q1 		$102K Sell
2,463
-36
-1% -$1.43K 0.01% 633
2018
Q4 		$94K Buy
2,499
+302
+14% +$11.4K 0.01% 622
2018
Q3 		$82K Sell
2,197
-68
-3% -$2.48K 0.01% 768
2018
Q2 		$81K Buy
2,265
+350
+18% +$12K 0.01% 786
2018
Q1 		$65K Buy
1,915
+82
+4% +$2.63K 0.01% 886
2017
Q4 		$56K Buy
1,833
+278
+18% +$9.03K 0.01% 955
2017
Q3 		$48K Buy
1,555
+300
+24% +$9.44K 0.01% 993
2017
Q2 		$37K Sell
1,255
-1,869
-60% -$55.5K ﹤0.01% 1050
2017
Q1 		$99K Buy
3,124
+132
+4% +$4.07K 0.01% 606
2016
Q4 		$93K Buy
2,992
+65
+2% +$2.08K 0.01% 602
2016
Q3 		$97K Sell
2,927
-632
-18% -$21.5K 0.02% 574
2016
Q2 		$124K Buy
3,559
+2,706
+317% +$91.7K 0.02% 487
2016
Q1 		$31K Buy
853
+382
+81% +$12.8K 0.01% 822
2015
Q4 		$15K Buy
+471
New +$14.8K ﹤0.01% 1066

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of FirstEnergy (FE) in Q2 2019, closing a stake of 2,463 shares — an estimated $102K sold.

Wealthspire Advisors (Maryland) first reported a position in FE in Q4 2015 and held it in 14 quarters. The position peaked at $124K in Q2 2016. 634 funds tracked by Wall St. Rank hold FE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining FirstEnergy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,463 FirstEnergy shares in Q2 2019, an estimated $102K.
  • Wealthspire Advisors (Maryland) first reported a position in FirstEnergy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s FirstEnergy position peaked at $124K in Q2 2016.
  • 634 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.