Beese Fulmer Investment 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 | $435K | Buy |
10,799
+1,145
| +12% | +$46.1K | 0.03% | 197 |
|
|
2025
Q1 | $390K | Hold |
9,654
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $384K | Buy |
9,654
+600
| +7% | +$23.9K | 0.03% | 169 |
|
|
2024
Q3 | $402K | Buy |
9,054
+43
| +0.5% | +$1.91K | 0.03% | 170 |
|
|
2024
Q2 | $345K | Hold |
9,011
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $348K | Sell |
9,011
-900
| -9% | -$34.8K | 0.03% | 177 |
|
|
2023
Q4 | $363K | Sell |
9,911
-200
| -2% | -$7.33K | 0.04% | 171 |
|
|
2023
Q3 | $346K | Sell |
10,111
-940
| -9% | -$32.1K | 0.04% | 168 |
|
|
2023
Q2 | $430K | Sell |
11,051
-350
| -3% | -$13.6K | 0.05% | 156 |
|
|
2023
Q1 | $457K | Sell |
11,401
-100
| -0.9% | -$4.01K | 0.05% | 157 |
|
|
2022
Q4 | $482K | Sell |
11,501
-50
| -0.4% | -$2.1K | 0.06% | 155 |
|
|
2022
Q3 | $427K | Sell |
11,551
-400
| -3% | -$14.8K | 0.06% | 152 |
|
|
2022
Q2 | $459K | Buy |
11,951
+750
| +7% | +$28.8K | 0.06% | 152 |
|
|
2022
Q1 | $514K | Buy |
11,201
+540
| +5% | +$24.8K | 0.06% | 155 |
|
|
2021
Q4 | $443K | Sell |
10,661
-86
| -0.8% | -$3.57K | 0.05% | 164 |
|
|
2021
Q3 | $383K | Hold |
10,747
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $400K | Sell |
10,747
-2,074
| -16% | -$77.2K | 0.05% | 161 |
|
|
2021
Q1 | $445K | Buy |
12,821
+1,231
| +11% | +$42.7K | 0.05% | 152 |
|
|
2020
Q4 | $355K | Sell |
11,590
-1,177
| -9% | -$36.1K | 0.05% | 155 |
|
|
2020
Q3 | $367K | Buy |
12,767
+225
| +2% | +$6.47K | 0.05% | 143 |
|
|
2020
Q2 | $486K | Sell |
12,542
-1,118
| -8% | -$43.3K | 0.07% | 130 |
|
|
2020
Q1 | $547K | Sell |
13,660
-95
| -0.7% | -$3.8K | 0.1% | 124 |
|
|
2019
Q4 | $668K | Sell |
13,755
-202
| -1% | -$9.81K | 0.09% | 120 |
|
|
2019
Q3 | $673K | Sell |
13,957
-1,050
| -7% | -$50.6K | 0.1% | 119 |
|
|
2019
Q2 | $642K | Buy |
15,007
+325
| +2% | +$13.9K | 0.12% | 107 |
|
|
2019
Q1 | $611K | Hold |
14,682
| – | – | 0.12% | 106 |
|
|
2018
Q4 | $551K | Hold |
14,682
| – | – | 0.12% | 103 |
|
|
2018
Q3 | $546K | Buy |
14,682
+985
| +7% | +$36.6K | 0.11% | 109 |
|
|
2018
Q2 | $492K | Buy |
13,697
+1,800
| +15% | +$64.7K | 0.1% | 113 |
|
|
2018
Q1 | $405K | Sell |
11,897
-200
| -2% | -$6.81K | 0.09% | 117 |
|
|
2017
Q4 | $370K | Sell |
12,097
-8,100
| -40% | -$248K | 0.08% | 122 |
|
|
2017
Q3 | $623K | Sell |
20,197
-750
| -4% | -$23.1K | 0.14% | 102 |
|
|
2017
Q2 | $611K | Sell |
20,947
-300
| -1% | -$8.75K | 0.15% | 103 |
|
|
2017
Q1 | $676K | Hold |
21,247
| – | – | 0.16% | 100 |
|
|
2016
Q4 | $658K | Buy |
21,247
+1,680
| +9% | +$52K | 0.17% | 101 |
|
|
2016
Q3 | $647K | Sell |
19,567
-663
| -3% | -$21.9K | 0.17% | 101 |
|
|
2016
Q2 | $706K | Sell |
20,230
-362
| -2% | -$12.6K | 0.2% | 95 |
|
|
2016
Q1 | $723K | Sell |
20,592
-583
| -3% | -$20.5K | 0.21% | 97 |
|
|
2015
Q4 | $672K | Sell |
21,175
-400
| -2% | -$12.7K | 0.21% | 94 |
|
|
2015
Q3 | $676K | Sell |
21,575
-250
| -1% | -$7.83K | 0.22% | 90 |
|
|
2015
Q2 | $710K | Sell |
21,825
-4,250
| -16% | -$138K | 0.23% | 87 |
|
|
2015
Q1 | $914K | Sell |
26,075
-400
| -2% | -$14K | 0.31% | 75 |
|
|
2014
Q4 | $1.03M | Sell |
26,475
-3,166
| -11% | -$123K | 0.32% | 79 |
|
|
2014
Q3 | $995K | Buy |
29,641
+418
| +1% | +$14K | 0.32% | 78 |
|
|
2014
Q2 | $1.02M | Buy |
29,223
+307
| +1% | +$10.7K | 0.33% | 78 |
|
|
2014
Q1 | $984K | Sell |
28,916
-400
| -1% | -$13.6K | 0.34% | 75 |
|
|
2013
Q4 | $967K | Sell |
29,316
-4,050
| -12% | -$134K | 0.34% | 75 |
|
|
2013
Q3 | $1.22M | Sell |
33,366
-200
| -0.6% | -$7.29K | 0.48% | 60 |
|
|
2013
Q2 | $1.25M | Buy |
+33,566
| New | +$1.25M | 0.54% | 57 |
|