AE Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
346,806
+26,520
| +8% | +$1.07M | 0.1% | 211 |
|
|
2025
Q1 | $12.9M | Buy |
320,286
+59,541
| +23% | +$2.41M | 0.11% | 204 |
|
|
2024
Q4 | $10.4M | Buy |
260,745
+17,899
| +7% | +$712K | 0.09% | 237 |
|
|
2024
Q3 | $10.8M | Sell |
242,846
-4,837
| -2% | -$215K | 0.1% | 223 |
|
|
2024
Q2 | $9.48M | Buy |
247,683
+4,228
| +2% | +$162K | 0.09% | 225 |
|
|
2024
Q1 | $9.4M | Sell |
243,455
-39,903
| -14% | -$1.54M | 0.11% | 223 |
|
|
2023
Q4 | $10.3M | Sell |
283,358
-74,183
| -21% | -$2.7M | 0.05% | 385 |
|
|
2023
Q3 | $12.2M | Sell |
357,541
-918
| -0.3% | -$31.4K | 0.07% | 329 |
|
|
2023
Q2 | $13.9M | Sell |
358,459
-2,227
| -0.6% | -$86.6K | 0.08% | 286 |
|
|
2023
Q1 | $14.4M | Buy |
360,686
+55,750
| +18% | +$2.23M | 0.09% | 263 |
|
|
2022
Q4 | $12.8M | Buy |
304,936
+63,009
| +26% | +$2.64M | 0.09% | 252 |
|
|
2022
Q3 | $8.95M | Buy |
241,927
+38,824
| +19% | +$1.44M | 0.07% | 301 |
|
|
2022
Q2 | $7.8M | Buy |
203,103
+67,374
| +50% | +$2.59M | 0.06% | 328 |
|
|
2022
Q1 | $6.23M | Buy |
135,729
+18,468
| +16% | +$847K | 0.04% | 382 |
|
|
2021
Q4 | $4.88M | Buy |
117,261
+11,308
| +11% | +$470K | 0.03% | 421 |
|
|
2021
Q3 | $3.77M | Buy |
105,953
+17,256
| +19% | +$615K | 0.03% | 445 |
|
|
2021
Q2 | $3.3M | Buy |
88,697
+28,516
| +47% | +$1.06M | 0.03% | 477 |
|
|
2021
Q1 | $2.09M | Buy |
60,181
+7,653
| +15% | +$266K | 0.02% | 552 |
|
|
2020
Q4 | $1.61M | Buy |
52,528
+6,584
| +14% | +$202K | 0.02% | 559 |
|
|
2020
Q3 | $1.32M | Buy |
45,944
+14,155
| +45% | +$406K | 0.02% | 551 |
|
|
2020
Q2 | $1.23M | Buy |
31,789
+22,354
| +237% | +$867K | 0.02% | 550 |
|
|
2020
Q1 | $378K | Sell |
9,435
-1,728
| -15% | -$69.2K | 0.01% | 782 |
|
|
2019
Q4 | $543K | Sell |
11,163
-2,227
| -17% | -$108K | 0.01% | 713 |
|
|
2019
Q3 | $646K | Buy |
13,390
+977
| +8% | +$47.1K | 0.02% | 553 |
|
|
2019
Q2 | $531K | Buy |
+12,413
| New | +$531K | 0.02% | 569 |
|
|
2018
Q2 | – | Sell |
-31,048
| Closed | -$1.06M | – | 460 |
|
|
2018
Q1 | $1.06M | Sell |
31,048
-328
| -1% | -$11.2K | 0.08% | 152 |
|
|
2017
Q4 | $961K | Buy |
31,376
+745
| +2% | +$22.8K | 0.08% | 172 |
|
|
2017
Q3 | $944K | Sell |
30,631
-557
| -2% | -$17.2K | 0.09% | 158 |
|
|
2017
Q2 | $909K | Buy |
31,188
+1,953
| +7% | +$56.9K | 0.11% | 161 |
|
|
2017
Q1 | $930K | Buy |
29,235
+2,894
| +11% | +$92.1K | 0.17% | 116 |
|
|
2016
Q4 | $816K | Buy |
+26,341
| New | +$816K | 0.33% | 78 |
|