Chicago Partners Investment Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
9,923
+760
| +8% | +$31.3K | 0.01% | 686 |
|
|
2025
Q1 | $394K | Buy |
9,163
+863
| +10% | +$37.1K | 0.01% | 600 |
|
|
2024
Q4 | $330K | Sell |
8,300
-3,179
| -28% | -$126K | 0.01% | 626 |
|
|
2024
Q3 | $508K | Buy |
11,479
+4,081
| +55% | +$181K | 0.02% | 486 |
|
|
2024
Q2 | $309K | Buy |
+7,398
| New | +$309K | 0.01% | 585 |
|
|
2021
Q4 | – | Sell |
-6,048
| Closed | -$236K | – | 581 |
|
|
2021
Q3 | $236K | Buy |
+6,048
| New | +$236K | 0.02% | 502 |
|
|
2018
Q4 | – | Sell |
-1,753
| Closed | -$65K | – | 521 |
|
|
2018
Q3 | $65K | Buy |
1,753
+611
| +54% | +$22.7K | 0.01% | 482 |
|
|
2018
Q2 | $41K | Buy |
1,142
+12
| +1% | +$431 | 0.01% | 520 |
|
|
2018
Q1 | $38K | Buy |
1,130
+12
| +1% | +$404 | 0.01% | 494 |
|
|
2017
Q4 | $34K | Buy |
1,118
+12
| +1% | +$365 | 0.01% | 513 |
|
|
2017
Q3 | $34K | Buy |
+1,106
| New | +$34K | 0.01% | 502 |
|
|
2017
Q2 | – | Sell |
-1,080
| Closed | -$34K | – | 687 |
|
|
2017
Q1 | $34K | Sell |
1,080
-288
| -21% | -$9.07K | 0.01% | 351 |
|
|
2016
Q4 | $42K | Sell |
1,368
-588
| -30% | -$18.1K | 0.02% | 317 |
|
|
2016
Q3 | $65K | Buy |
1,956
+912
| +87% | +$30.3K | 0.03% | 275 |
|
|
2016
Q2 | $36K | Buy |
1,044
+11
| +1% | +$379 | 0.02% | 276 |
|
|
2016
Q1 | $37K | Buy |
1,033
+525
| +103% | +$18.8K | 0.02% | 255 |
|
|
2015
Q4 | $16K | Buy |
+508
| New | +$16K | 0.01% | 358 |
|
|
2015
Q3 | – | Sell |
-275
| Closed | -$9K | – | 442 |
|
|
2015
Q2 | $9K | Buy |
+275
| New | +$9K | ﹤0.01% | 350 |
|