Brinker Capital Investments’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
13,169
+5,811
| +79% | +$234K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $297K | Buy |
7,358
+1,885
| +34% | +$76.2K | ﹤0.01% | 1637 |
|
|
2024
Q4 | $218K | Buy |
+5,473
| New | +$218K | ﹤0.01% | 1711 |
|
|
2020
Q4 | – | Sell |
-15,457
| Closed | -$444K | – | 1072 |
|
|
2020
Q3 | $444K | Buy |
+15,457
| New | +$444K | 0.01% | 929 |
|
|
2015
Q2 | – | Sell |
-531
| Closed | -$19K | – | 423 |
|
|
2015
Q1 | $19K | Buy |
+531
| New | +$19K | ﹤0.01% | 344 |
|