Everence Capital Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
8,440
-5,920
| -41% | -$238K | 0.02% | 529 |
|
|
2025
Q1 | $580K | Hold |
14,360
| – | – | 0.04% | 329 |
|
|
2024
Q4 | $571K | Buy |
14,360
+4,830
| +51% | +$192K | 0.04% | 328 |
|
|
2024
Q3 | $423K | Buy |
+9,530
| New | +$423K | 0.03% | 472 |
|
|
2013
Q4 | – | Sell |
-7,565
| Closed | -$276K | – | 268 |
|
|
2013
Q3 | $276K | Hold |
7,565
| – | – | 0.12% | 204 |
|
|
2013
Q2 | $282K | Buy |
+7,565
| New | +$282K | 0.13% | 195 |
|