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Wipfli Financial Advisors’s FirstEnergy FE Stock Holding History

Wipfli Financial 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
2022
Q3 		$69K Buy
+1,867
New +$73.8K ﹤0.01% 919

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's FE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in FirstEnergy (FE) in Q3 2022: 1,867 shares worth $69K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

683 funds tracked by Wall St. Rank hold FE as of Q3 2022.

  • Wipfli Financial Advisors held 1,867 shares of FirstEnergy worth $69K as of Q3 2022.
  • FirstEnergy was a new Wipfli Financial Advisors position in Q3 2022.
  • FirstEnergy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #919 holding.
  • 683 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.