ZIG
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Zullo Investment Group’s FirstEnergy FE Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1,050
Closed -$44K – 336
2022
Q4 		$44K Hold
1,050
– – 0.03% 288
2022
Q3 		$39K Hold
1,050
– – 0.03% 301
2022
Q2 		$40K Hold
1,050
– – 0.03% 304
2022
Q1 		$48K Hold
1,050
– – 0.02% 304
2021
Q4 		$44K Buy
+1,050
New +$40.5K 0.02% 321

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zullo Investment Group's FE Position: Q1 2023 in Review

Zullo Investment Group sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 1,050 shares — an estimated $44K sold.

Zullo Investment Group first reported a position in FE in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q1 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • Zullo Investment Group reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,050 FirstEnergy shares in Q1 2023, an estimated $44K.
  • Zullo Investment Group first reported a position in FirstEnergy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's FirstEnergy position peaked at $48K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.