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CIM
Contravisory Investment Management’s
FirstEnergy
FE
Stock Holding History
Contravisory Investment Management’s Portfolio
FE Stock Details
FE Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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29.55%
1-Year Est. Return
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$25.6B AUM
26.83%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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