FORA Capital’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,928
Closed -$621K 459
2023
Q4
$621K Buy
+16,928
New +$613K 0.05% 308
2022
Q3
Sell
-13,455
Closed -$517K 462
2022
Q2
$517K Sell
13,455
-19,826
-60% -$846K 0.1% 243
2022
Q1
$1.52M Buy
+33,281
New +$1.41M 0.27% 113
2021
Q2
Sell
-3,362
Closed -$117K 961
2021
Q1
$117K Buy
3,362
+401
+14% +$13.1K 0.04% 383
2020
Q4
$91K Buy
+2,961
New +$88.7K 0.01% 690
2020
Q2
Sell
-20,942
Closed -$839K 1031
2020
Q1
$839K Sell
20,942
-51,275
-71% -$2.38M 0.18% 152
2019
Q4
$3.51M Buy
+72,217
New +$3.45M 0.35% 49

Other funds holding FE

FORA Capital's FE Position: Q1 2024 in Review

FORA Capital sold out of FirstEnergy (FE) in Q1 2024, closing a stake of 16,928 shares — an estimated $621K sold.

FORA Capital first reported a position in FE in Q4 2019 and held it in 7 quarters. The position peaked at $3.51M in Q4 2019. 691 funds tracked by Wall St. Rank hold FE as of Q1 2024.

  • FORA Capital reported no remaining FirstEnergy position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 16,928 FirstEnergy shares in Q1 2024, an estimated $621K.
  • FORA Capital first reported a position in FirstEnergy in Q4 2019 and held it in 7 quarters.
  • FORA Capital's FirstEnergy position peaked at $3.51M in Q4 2019.
  • 691 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.