Cerity Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
363,128
+4,100
| +1% | +$165K | 0.03% | 424 |
|
|
2025
Q1 | $14.5M | Buy |
359,028
+80,802
| +29% | +$3.27M | 0.03% | 400 |
|
|
2024
Q4 | $11.4M | Buy |
278,226
+2,544
| +0.9% | +$104K | 0.02% | 448 |
|
|
2024
Q3 | $12.2M | Buy |
275,682
+18,847
| +7% | +$836K | 0.03% | 437 |
|
|
2024
Q2 | $9.83M | Buy |
256,835
+180,210
| +235% | +$6.9M | 0.03% | 423 |
|
|
2024
Q1 | $2.96M | Sell |
76,625
-28
| -0% | -$1.08K | 0.01% | 818 |
|
|
2023
Q4 | $2.81M | Buy |
76,653
+24,953
| +48% | +$915K | 0.01% | 666 |
|
|
2023
Q3 | $1.77M | Sell |
51,700
-10,763
| -17% | -$368K | 0.01% | 605 |
|
|
2023
Q2 | $2.43M | Buy |
62,463
+52,625
| +535% | +$2.05M | 0.01% | 671 |
|
|
2023
Q1 | $1.11M | Buy |
9,838
+379
| +4% | +$42.6K | ﹤0.01% | 933 |
|
|
2022
Q4 | $397K | Buy |
9,459
+2,800
| +42% | +$117K | ﹤0.01% | 1043 |
|
|
2022
Q3 | $246K | Buy |
+6,659
| New | +$246K | ﹤0.01% | 977 |
|
|
2022
Q2 | – | Sell |
-6,187
| Closed | -$283K | – | 1203 |
|
|
2022
Q1 | $283K | Sell |
6,187
-116
| -2% | -$5.31K | ﹤0.01% | 744 |
|
|
2021
Q4 | $262K | Buy |
6,303
+531
| +9% | +$22.1K | ﹤0.01% | 823 |
|
|
2021
Q3 | $206K | Buy |
5,772
+5
| +0.1% | +$178 | ﹤0.01% | 642 |
|
|
2021
Q2 | $215K | Sell |
5,767
-128
| -2% | -$4.77K | ﹤0.01% | 663 |
|
|
2021
Q1 | $204K | Buy |
+5,895
| New | +$204K | ﹤0.01% | 659 |
|