de Creative Planning FirstEnergy FE Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 8.46 M | Comprar |
177,904
+35,690
| +25% | +USD 1.69 M | ﹤0.01% | 1006 |
|
|
2026
Q1 | USD 7.2 M | Comprar |
142,214
+32,266
| +29% | +USD 1.56 M | ﹤0.01% | 923 |
|
|
2025
Q4 | USD 4.92 M | Comprar |
109,948
+18,446
| +20% | +USD 847 k | ﹤0.01% | 1019 |
|
|
2025
Q3 | USD 4.19 M | Comprar |
91,502
+27,325
| +43% | +USD 1.17 M | ﹤0.01% | 983 |
|
|
2025
Q2 | USD 2.58 M | Comprar |
64,177
+14,897
| +30% | +USD 615 k | ﹤0.01% | 1129 |
|
|
2025
Q1 | USD 1.99 M | Vender |
49,280
-2,292
| -4% | -USD 91.3 k | ﹤0.01% | 1178 |
|
|
2024
Q4 | USD 2.05 M | Comprar |
51,572
+13,271
| +35% | +USD 555 k | ﹤0.01% | 1123 |
|
|
2024
Q3 | USD 1.7 M | Comprar |
38,301
+1,813
| +5% | +USD 76.3 k | ﹤0.01% | 1172 |
|
|
2024
Q2 | USD 1.4 M | Comprar |
36,488
+372
| +1% | +USD 14.4 k | ﹤0.01% | 1185 |
|
|
2024
Q1 | USD 1.39 M | Comprar |
36,116
+7,534
| +26% | +USD 282 k | ﹤0.01% | 1132 |
|
|
2023
Q4 | USD 1.05 M | Vender |
28,582
-2,866
| -9% | -USD 104 k | ﹤0.01% | 1204 |
|
|
2023
Q3 | USD 1.07 M | Vender |
31,448
-6,559
| -17% | -USD 244 k | ﹤0.01% | 1131 |
|
|
2023
Q2 | USD 1.48 M | Comprar |
38,007
+6,762
| +22% | +USD 265 k | ﹤0.01% | 946 |
|
|
2023
Q1 | USD 1.25 M | Comprar |
31,245
+5,014
| +19% | +USD 203 k | ﹤0.01% | 968 |
|
|
2022
Q4 | USD 1.1 M | Comprar |
26,231
+1,982
| +8% | +USD 77.5 k | ﹤0.01% | 986 |
|
|
2022
Q3 | USD 897 k | Comprar |
24,249
+754
| +3% | +USD 29.8 k | ﹤0.01% | 1004 |
|
|
2022
Q2 | USD 902 k | Comprar |
23,495
+1,744
| +8% | +USD 74.5 k | ﹤0.01% | 1017 |
|
|
2022
Q1 | USD 998 k | Comprar |
21,751
+891
| +4% | +USD 37.7 k | ﹤0.01% | 983 |
|
|
2021
Q4 | USD 868 k | Vender |
20,860
-1,542
| -7% | -USD 59.5 k | ﹤0.01% | 1021 |
|
|
2021
Q3 | USD 798 k | Comprar |
22,402
+5,285
| +31% | +USD 201 k | ﹤0.01% | 1055 |
|
|
2021
Q2 | USD 637 k | Vender |
17,117
-10,291
| -38% | -USD 383 k | ﹤0.01% | 1146 |
|
|
2021
Q1 | USD 951 k | Comprar |
27,408
+1,267
| +5% | +USD 41.4 k | ﹤0.01% | 1052 |
|
|
2020
Q4 | USD 800 k | Vender |
26,141
-3,514
| -12% | -USD 105 k | ﹤0.01% | 1056 |
|
|
2020
Q3 | USD 851 k | Comprar |
29,655
+4,070
| +16% | +USD 128 k | ﹤0.01% | 871 |
|
|
2020
Q2 | USD 992 k | Vender |
25,585
-6,372
| -20% | -USD 263 k | ﹤0.01% | 744 |
|
|
2020
Q1 | USD 1.28 M | Comprar |
31,957
+3,188
| +11% | +USD 148 k | ﹤0.01% | 557 |
|
|
2019
Q4 | USD 1.4 M | Vender |
28,769
-4,705
| -14% | -USD 225 k | ﹤0.01% | 651 |
|
|
2019
Q3 | USD 1.61 M | Vender |
33,474
-2,490
| -7% | -USD 113 k | 0.01% | 562 |
|
|
2019
Q2 | USD 1.54 M | Comprar |
35,964
+154
| +0.4% | +USD 6.47 k | 0.01% | 580 |
|
|
2019
Q1 | USD 1.49 M | Vender |
35,810
-840
| -2% | -USD 33.4 k | 0.01% | 575 |
|
|
2018
Q4 | USD 1.38 M | Comprar |
36,650
+9,148
| +33% | +USD 347 k | 0.01% | 537 |
|
|
2018
Q3 | USD 1.02 M | Vender |
27,502
-9,449
| -26% | -USD 345 k | ﹤0.01% | 757 |
|
|
2018
Q2 | USD 1.33 M | Comprar |
36,951
+54
| +0.1% | +USD 1.85 k | 0.01% | 597 |
|
|
2018
Q1 | USD 1.26 M | Comprar |
36,897
+3,872
| +12% | +USD 124 k | 0.01% | 617 |
|
|
2017
Q4 | USD 1.01 M | Comprar |
33,025
+2,231
| +7% | +USD 72.5 k | ﹤0.01% | 725 |
|
|
2017
Q3 | USD 949 k | Vender |
30,794
-950
| -3% | -USD 29.9 k | ﹤0.01% | 738 |
|
|
2017
Q2 | USD 926 k | Vender |
31,744
-8,483
| -21% | -USD 252 k | ﹤0.01% | 730 |
|
|
2017
Q1 | USD 1.28 M | Vender |
40,227
-4,164
| -9% | -USD 128 k | 0.01% | 581 |
|
|
2016
Q4 | USD 1.38 M | Comprar |
44,391
+2,883
| +7% | +USD 92.3 k | 0.01% | 509 |
|
|
2016
Q3 | USD 1.37 M | Vender |
41,508
-2,575
| -6% | -USD 87.5 k | 0.01% | 484 |
|
|
2016
Q2 | USD 1.54 M | Comprar |
44,083
+2,984
| +7% | +USD 101 k | 0.01% | 404 |
|
|
2016
Q1 | USD 1.48 M | Comprar |
41,099
+565
| +1% | +USD 19 k | 0.01% | 387 |
|
|
2015
Q4 | USD 1.29 M | Comprar |
40,534
+6,766
| +20% | +USD 213 k | 0.01% | 428 |
|
|
2015
Q3 | USD 1.06 M | Vender |
33,768
-1,087
| -3% | -USD 35.6 k | 0.01% | 454 |
|
|
2015
Q2 | USD 1.14 M | Vender |
34,855
-2,095
| -6% | -USD 73.3 k | 0.01% | 434 |
|
|
2015
Q1 | USD 1.3 M | Vender |
36,950
-4,128
| -10% | -USD 154 k | 0.01% | 387 |
|
|
2014
Q4 | USD 1.6 M | Comprar |
41,078
+1,961
| +5% | +USD 71.9 k | 0.02% | 323 |
|
|
2014
Q3 | USD 1.31 M | Comprar |
39,117
+1,769
| +5% | +USD 58.5 k | 0.02% | 328 |
|
|
2014
Q2 | USD 1.3 M | Vender |
37,348
-1,210
| -3% | -USD 40.7 k | 0.02% | 323 |
|
|
2014
Q1 | USD 1.31 M | Comprar |
38,558
+13,426
| +53% | +USD 424 k | 0.02% | 293 |
|
|
2013
Q4 | USD 829 k | Comprar |
25,132
+2,532
| +11% | +USD 89.2 k | 0.01% | 360 |
|
|
2013
Q3 | USD 824 k | Vender |
22,600
-595
| -3% | -USD 22.3 k | 0.02% | 310 |
|
|
2013
Q2 | USD 866 k | Comprar |
+23,195
| Nuevas | +USD 976 k | 0.02% | 264 |
|
Otros fondos que tienen FE en su cartera
Posición de Creative Planning en FE: resumen de T2 2026
Creative Planning aumentó su participación en FirstEnergy (FE) en 25% durante T2 2026, al comprar aproximadamente USD 1.69 M y elevar la posición a 177,904 acciones con un valor de USD 8.46 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1006.
Creative Planning reportó por primera vez una posición en FE en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 932 fondos que sigue Wall St. Rank mantienen una posición en FE.
- Al cierre de T2 2026, Creative Planning tenía 177,904 acciones de FirstEnergy con un valor de USD 8.46 M.
- Creative Planning compró 35,690 acciones de FirstEnergy en T2 2026, por un monto estimado de USD 1.69 M.
- FirstEnergy representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1006.
- Creative Planning reportó por primera vez una posición en FirstEnergy en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 932 fondos que sigue Wall St. Rank tenían FirstEnergy en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.