Creative Planning’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
64,177
+14,897
| +30% | +$600K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $1.99M | Sell |
49,280
-2,292
| -4% | -$92.6K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $2.05M | Buy |
51,572
+13,271
| +35% | +$528K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $1.7M | Buy |
38,301
+1,813
| +5% | +$80.4K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $1.4M | Buy |
36,488
+372
| +1% | +$14.2K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $1.39M | Buy |
36,116
+7,534
| +26% | +$291K | ﹤0.01% | 1129 |
|
|
2023
Q4 | $1.05M | Sell |
28,582
-2,866
| -9% | -$105K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $1.07M | Sell |
31,448
-6,559
| -17% | -$224K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $1.48M | Buy |
38,007
+6,762
| +22% | +$263K | ﹤0.01% | 943 |
|
|
2023
Q1 | $1.25M | Buy |
31,245
+5,014
| +19% | +$201K | ﹤0.01% | 965 |
|
|
2022
Q4 | $1.1M | Buy |
26,231
+1,982
| +8% | +$83.1K | ﹤0.01% | 984 |
|
|
2022
Q3 | $897K | Buy |
24,249
+754
| +3% | +$27.9K | ﹤0.01% | 999 |
|
|
2022
Q2 | $902K | Buy |
23,495
+1,744
| +8% | +$67K | ﹤0.01% | 1014 |
|
|
2022
Q1 | $998K | Buy |
21,751
+891
| +4% | +$40.9K | ﹤0.01% | 982 |
|
|
2021
Q4 | $868K | Sell |
20,860
-1,542
| -7% | -$64.2K | ﹤0.01% | 1021 |
|
|
2021
Q3 | $798K | Buy |
22,402
+5,285
| +31% | +$188K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $637K | Sell |
17,117
-10,291
| -38% | -$383K | ﹤0.01% | 1145 |
|
|
2021
Q1 | $951K | Buy |
27,408
+1,267
| +5% | +$44K | ﹤0.01% | 1039 |
|
|
2020
Q4 | $800K | Sell |
26,141
-3,514
| -12% | -$108K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $851K | Buy |
29,655
+4,070
| +16% | +$117K | ﹤0.01% | 861 |
|
|
2020
Q2 | $992K | Sell |
25,585
-6,372
| -20% | -$247K | ﹤0.01% | 735 |
|
|
2020
Q1 | $1.28M | Buy |
31,957
+3,188
| +11% | +$128K | ﹤0.01% | 553 |
|
|
2019
Q4 | $1.4M | Sell |
28,769
-4,705
| -14% | -$229K | ﹤0.01% | 648 |
|
|
2019
Q3 | $1.61M | Sell |
33,474
-2,490
| -7% | -$120K | 0.01% | 560 |
|
|
2019
Q2 | $1.54M | Buy |
35,964
+154
| +0.4% | +$6.59K | 0.01% | 577 |
|
|
2019
Q1 | $1.49M | Sell |
35,810
-840
| -2% | -$35K | 0.01% | 572 |
|
|
2018
Q4 | $1.38M | Buy |
36,650
+9,148
| +33% | +$343K | 0.01% | 533 |
|
|
2018
Q3 | $1.02M | Sell |
27,502
-9,449
| -26% | -$351K | ﹤0.01% | 752 |
|
|
2018
Q2 | $1.33M | Buy |
36,951
+54
| +0.1% | +$1.94K | 0.01% | 592 |
|
|
2018
Q1 | $1.26M | Buy |
36,897
+3,872
| +12% | +$132K | 0.01% | 612 |
|
|
2017
Q4 | $1.01M | Buy |
33,025
+2,231
| +7% | +$68.3K | ﹤0.01% | 718 |
|
|
2017
Q3 | $949K | Sell |
30,794
-950
| -3% | -$29.3K | ﹤0.01% | 735 |
|
|
2017
Q2 | $926K | Sell |
31,744
-8,483
| -21% | -$247K | ﹤0.01% | 724 |
|
|
2017
Q1 | $1.28M | Sell |
40,227
-4,164
| -9% | -$132K | 0.01% | 578 |
|
|
2016
Q4 | $1.38M | Buy |
44,391
+2,883
| +7% | +$89.3K | 0.01% | 508 |
|
|
2016
Q3 | $1.37M | Sell |
41,508
-2,575
| -6% | -$85.2K | 0.01% | 483 |
|
|
2016
Q2 | $1.54M | Buy |
44,083
+2,984
| +7% | +$104K | 0.01% | 404 |
|
|
2016
Q1 | $1.48M | Buy |
41,099
+565
| +1% | +$20.3K | 0.01% | 387 |
|
|
2015
Q4 | $1.29M | Buy |
40,534
+6,766
| +20% | +$215K | 0.01% | 427 |
|
|
2015
Q3 | $1.06M | Sell |
33,768
-1,087
| -3% | -$34K | 0.01% | 453 |
|
|
2015
Q2 | $1.14M | Sell |
34,855
-2,095
| -6% | -$68.2K | 0.01% | 432 |
|
|
2015
Q1 | $1.3M | Sell |
36,950
-4,128
| -10% | -$145K | 0.01% | 386 |
|
|
2014
Q4 | $1.6M | Buy |
41,078
+1,961
| +5% | +$76.5K | 0.02% | 322 |
|
|
2014
Q3 | $1.31M | Buy |
39,117
+1,769
| +5% | +$59.4K | 0.02% | 327 |
|
|
2014
Q2 | $1.3M | Sell |
37,348
-1,210
| -3% | -$42K | 0.02% | 322 |
|
|
2014
Q1 | $1.31M | Buy |
38,558
+13,426
| +53% | +$457K | 0.02% | 293 |
|
|
2013
Q4 | $829K | Buy |
25,132
+2,532
| +11% | +$83.5K | 0.01% | 360 |
|
|
2013
Q3 | $824K | Sell |
22,600
-595
| -3% | -$21.7K | 0.02% | 310 |
|
|
2013
Q2 | $866K | Buy |
+23,195
| New | +$866K | 0.02% | 264 |
|