Contravisory Investment Management’s FirstEnergy FE Stock Holding History

Contravisory Investment Management’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,860	Closed	-$437K	–	387
2025 Q2	$437K	Buy	+10,860	New	+$448K	0.09%	177
2023 Q3	–	Sell	-9,126	Closed	-$355K	–	344
2023 Q2	$355K	Buy	9,126 +267	+3%	+$10.5K	0.09%	153
2023 Q1	$355K	Buy	8,859 +137	+2%	+$5.53K	0.1%	147
2022 Q4	$366K	Buy	8,722 +7	+0.1%	+$274	0.1%	140
2022 Q3	$322K	Buy	+8,715	New	+$344K	0.11%	122
2020 Q3	–	Sell	-771	Closed	-$31K	–	264
2020 Q2	$31K	Hold	771	–	–	0.01%	208
2020 Q1	$31K	Buy	771 +649	+532%	+$30.2K	0.01%	226
2019 Q4	$6K	Hold	122	–	–	﹤0.01%	250
2019 Q3	$6K	Hold	122	–	–	﹤0.01%	256
2019 Q2	$5K	Hold	122	–	–	﹤0.01%	253
2019 Q1	$5K	Hold	122	–	–	﹤0.01%	277
2018 Q4	$5K	Hold	122	–	–	﹤0.01%	259
2018 Q3	$5K	Hold	122	–	–	﹤0.01%	252
2018 Q2	$4K	Buy	+122	New	+$4.18K	﹤0.01%	304

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Contravisory Investment Management's FE Position: Q3 2025 in Review

Contravisory Investment Management sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 10,860 shares — an estimated $437K sold.

Contravisory Investment Management first reported a position in FE in Q2 2018 and held it in 14 quarters. The position peaked at $437K in Q2 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

Contravisory Investment Management reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
Contravisory Investment Management sold 10,860 FirstEnergy shares in Q3 2025, an estimated $437K.
Contravisory Investment Management first reported a position in FirstEnergy in Q2 2018 and held it in 14 quarters.
Contravisory Investment Management's FirstEnergy position peaked at $437K in Q2 2025.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.