Baker Tilly 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
Q1 | – | Sell |
-6,646
| Closed | -$264K | – | 245 |
|
|
2024
Q4 | $264K | Sell |
6,646
-809
| -11% | -$32.2K | 0.1% | 200 |
|
|
2024
Q3 | $331K | Sell |
7,455
-3,129
| -30% | -$139K | 0.15% | 168 |
|
|
2024
Q2 | $405K | Sell |
10,584
-14,638
| -58% | -$560K | 0.17% | 150 |
|
|
2024
Q1 | $974K | Sell |
25,222
-621
| -2% | -$24K | 0.18% | 127 |
|
|
2023
Q4 | $947K | Buy |
25,843
+2,099
| +9% | +$76.9K | 0.16% | 144 |
|
|
2023
Q3 | $812K | Buy |
23,744
+4
| +0% | +$137 | 0.13% | 154 |
|
|
2023
Q2 | $923K | Buy |
23,740
+2,686
| +13% | +$104K | 0.1% | 214 |
|
|
2023
Q1 | $843K | Sell |
21,054
-1,314
| -6% | -$52.6K | 0.09% | 228 |
|
|
2022
Q4 | $938K | Buy |
22,368
+924
| +4% | +$38.8K | 0.12% | 198 |
|
|
2022
Q3 | $793K | Sell |
21,444
-401
| -2% | -$14.8K | 0.11% | 203 |
|
|
2022
Q2 | $839K | Buy |
21,845
+245
| +1% | +$9.41K | 0.11% | 205 |
|
|
2022
Q1 | $991K | Buy |
21,600
+958
| +5% | +$44K | 0.11% | 198 |
|
|
2021
Q4 | $859K | Buy |
20,642
+4,637
| +29% | +$193K | 0.09% | 235 |
|
|
2021
Q3 | $570K | Buy |
16,005
+3,860
| +32% | +$137K | 0.08% | 284 |
|
|
2021
Q2 | $452K | Buy |
12,145
+5,149
| +74% | +$192K | 0.07% | 301 |
|
|
2021
Q1 | $243K | Buy |
+6,996
| New | +$243K | 0.05% | 412 |
|