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Wealthstreet Investment Advisors’s FirstEnergy FE Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-26,100
Closed -$905K – 172
2021
Q1 		$905K Sell
26,100
-600
-2% -$19.6K 0.09% 180
2020
Q4 		$817K Buy
26,700
+14,000
+110% +$420K 0.08% 180
2020
Q3 		$365K Buy
+12,700
New +$398K 0.04% 255

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Wealthstreet Investment Advisors's FE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of FirstEnergy (FE) in Q2 2021, closing a stake of 26,100 shares — an estimated $905K sold.

Wealthstreet Investment Advisors first reported a position in FE in Q3 2020 and held it in 3 quarters. The position peaked at $905K in Q1 2021. 622 funds tracked by Wall St. Rank hold FE as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining FirstEnergy position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 26,100 FirstEnergy shares in Q2 2021, an estimated $905K.
  • Wealthstreet Investment Advisors first reported a position in FirstEnergy in Q3 2020 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's FirstEnergy position peaked at $905K in Q1 2021.
  • 622 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.