Clifford Swan Investment Counsel’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,037
| Closed | -$277K | – | 328 |
|
|
2025
Q3 | $277K | Sell |
6,037
-6
| -0.1% | -$256 | 0.01% | 282 |
|
|
2025
Q2 | $243K | Buy |
6,043
+6
| +0.1% | +$248 | 0.01% | 289 |
|
|
2025
Q1 | $244K | Hold |
6,037
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $240K | Hold |
6,037
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $268K | Hold |
6,037
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $231K | Hold |
6,037
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $233K | Hold |
6,037
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $221K | Buy |
+6,037
| New | +$219K | 0.01% | 288 |
|
|
2023
Q1 | – | Sell |
-4,902
| Closed | -$206K | – | 297 |
|
|
2022
Q4 | $206K | Buy |
+4,902
| New | +$192K | 0.01% | 295 |
|
|
2022
Q2 | – | Sell |
-4,902
| Closed | -$225K | – | 317 |
|
|
2022
Q1 | $225K | Hold |
4,902
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $204K | Buy |
+4,902
| New | +$189K | 0.01% | 332 |
|
|
2020
Q1 | – | Sell |
-4,650
| Closed | -$226K | – | 305 |
|
|
2019
Q4 | $226K | Hold |
4,650
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $224K | Buy |
+4,650
| New | +$210K | 0.01% | 283 |
|
|
2017
Q4 | – | Sell |
-6,601
| Closed | -$204K | – | 320 |
|
|
2017
Q3 | $204K | Buy |
+6,601
| New | +$208K | 0.01% | 300 |
|
|
2016
Q4 | – | Sell |
-8,546
| Closed | -$283K | – | 284 |
|
|
2016
Q3 | $283K | Hold |
8,546
| – | – | 0.02% | 235 |
|
|
2016
Q2 | $298K | Hold |
8,546
| – | – | 0.02% | 221 |
|
|
2016
Q1 | $307K | Hold |
8,546
| – | – | 0.02% | 227 |
|
|
2015
Q4 | $271K | Hold |
8,546
| – | – | 0.02% | 235 |
|
|
2015
Q3 | $268K | Hold |
8,546
| – | – | 0.02% | 228 |
|
|
2015
Q2 | $278K | Hold |
8,546
| – | – | 0.02% | 228 |
|
|
2015
Q1 | $300K | Hold |
8,546
| – | – | 0.02% | 222 |
|
|
2014
Q4 | $333K | Hold |
8,546
| – | – | 0.02% | 210 |
|
|
2014
Q3 | $287K | Hold |
8,546
| – | – | 0.02% | 219 |
|
|
2014
Q2 | $297K | Hold |
8,546
| – | – | 0.02% | 219 |
|
|
2014
Q1 | $291K | Hold |
8,546
| – | – | 0.02% | 223 |
|
|
2013
Q4 | $282K | Hold |
8,546
| – | – | 0.02% | 206 |
|
|
2013
Q3 | $312K | Sell |
8,546
-405
| -5% | -$15.2K | 0.02% | 189 |
|
|
2013
Q2 | $334K | Buy |
+8,951
| New | +$376K | 0.03% | 182 |
|
Other funds holding FE
Clifford Swan Investment Counsel's FE Position: Q4 2025 in Review
Clifford Swan Investment Counsel sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 6,037 shares — an estimated $277K sold.
Clifford Swan Investment Counsel first reported a position in FE in Q2 2013 and held it in 28 quarters. The position peaked at $334K in Q2 2013. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.
- Clifford Swan Investment Counsel reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
- Clifford Swan Investment Counsel sold 6,037 FirstEnergy shares in Q4 2025, an estimated $277K.
- Clifford Swan Investment Counsel first reported a position in FirstEnergy in Q2 2013 and held it in 28 quarters.
- Clifford Swan Investment Counsel's FirstEnergy position peaked at $334K in Q2 2013.
- 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.
Based on Clifford Swan Investment Counsel's 13F filing for Q4 2025, filed 11 Feb 2026.