Edgestream Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
114,945
+107,176
| +1,380% | +$4.31M | 0.13% | 314 |
|
|
2025
Q1 | $314K | Sell |
7,769
-37,437
| -83% | -$1.51M | 0.01% | 752 |
|
|
2024
Q4 | $1.8M | Buy |
45,206
+36,498
| +419% | +$1.45M | 0.08% | 421 |
|
|
2024
Q3 | $386K | Sell |
8,708
-28,088
| -76% | -$1.25M | 0.02% | 734 |
|
|
2024
Q2 | $1.41M | Sell |
36,796
-9,422
| -20% | -$361K | 0.07% | 436 |
|
|
2024
Q1 | $1.78M | Buy |
46,218
+22,527
| +95% | +$870K | 0.09% | 358 |
|
|
2023
Q4 | $869K | Sell |
23,691
-17,612
| -43% | -$646K | 0.06% | 478 |
|
|
2023
Q3 | $1.41M | Sell |
41,303
-1,619
| -4% | -$55.3K | 0.11% | 284 |
|
|
2023
Q2 | $1.67M | Buy |
42,922
+21,654
| +102% | +$842K | 0.15% | 234 |
|
|
2023
Q1 | $852K | Buy |
21,268
+2,460
| +13% | +$98.5K | 0.09% | 323 |
|
|
2022
Q4 | $789K | Buy |
+18,808
| New | +$789K | 0.09% | 290 |
|
|
2022
Q3 | – | Sell |
-9,352
| Closed | -$359K | – | 508 |
|
|
2022
Q2 | $359K | Sell |
9,352
-19,378
| -67% | -$744K | 0.03% | 436 |
|
|
2022
Q1 | $1.32M | Buy |
+28,730
| New | +$1.32M | 0.1% | 284 |
|
|
2021
Q2 | – | Sell |
-153,689
| Closed | -$5.33M | – | 478 |
|
|
2021
Q1 | $5.33M | Buy |
153,689
+99,402
| +183% | +$3.45M | 0.3% | 134 |
|
|
2020
Q4 | $1.66M | Sell |
54,287
-166,604
| -75% | -$5.1M | 0.08% | 252 |
|
|
2020
Q3 | $6.34M | Sell |
220,891
-169,443
| -43% | -$4.86M | 0.41% | 79 |
|
|
2020
Q2 | $15.1M | Buy |
390,334
+145,672
| +60% | +$5.65M | 0.8% | 36 |
|
|
2020
Q1 | $9.8M | Sell |
244,662
-110,115
| -31% | -$4.41M | 0.91% | 29 |
|
|
2019
Q4 | $17.2M | Buy |
354,777
+195,009
| +122% | +$9.48M | 0.9% | 31 |
|
|
2019
Q3 | $7.71M | Buy |
159,768
+27,690
| +21% | +$1.34M | 0.74% | 44 |
|
|
2019
Q2 | $5.65M | Buy |
132,078
+59,011
| +81% | +$2.53M | 0.64% | 54 |
|
|
2019
Q1 | $3.04M | Buy |
73,067
+14,102
| +24% | +$587K | 0.45% | 74 |
|
|
2018
Q4 | $2.21M | Sell |
58,965
-38,687
| -40% | -$1.45M | 0.39% | 86 |
|
|
2018
Q3 | $3.63M | Buy |
+97,652
| New | +$3.63M | 0.62% | 59 |
|