IEQ Capital’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
+9,725
| New | +$392K | ﹤0.01% | 1270 |
|
|
2025
Q1 | – | Sell |
-11,946
| Closed | -$475K | – | 1653 |
|
|
2024
Q4 | $475K | Buy |
11,946
+862
| +8% | +$34.3K | ﹤0.01% | 864 |
|
|
2024
Q3 | $492K | Buy |
11,084
+198
| +2% | +$8.78K | 0.01% | 755 |
|
|
2024
Q2 | $417K | Buy |
10,886
+875
| +9% | +$33.5K | 0.01% | 713 |
|
|
2024
Q1 | $387K | Buy |
10,011
+748
| +8% | +$28.9K | 0.01% | 710 |
|
|
2023
Q4 | $340K | Sell |
9,263
-2,338
| -20% | -$85.7K | 0.01% | 698 |
|
|
2023
Q3 | $397K | Buy |
11,601
+3,894
| +51% | +$133K | 0.01% | 640 |
|
|
2023
Q2 | $300K | Sell |
7,707
-4,344
| -36% | -$169K | 0.01% | 680 |
|
|
2023
Q1 | $483K | Buy |
12,051
+5,262
| +78% | +$211K | 0.01% | 577 |
|
|
2022
Q4 | $285K | Sell |
6,789
-3,309
| -33% | -$139K | 0.01% | 647 |
|
|
2022
Q3 | $374K | Buy |
10,098
+3,119
| +45% | +$116K | 0.01% | 606 |
|
|
2022
Q2 | $268K | Sell |
6,979
-65
| -0.9% | -$2.5K | 0.01% | 631 |
|
|
2022
Q1 | $323K | Buy |
7,044
+1,340
| +23% | +$61.4K | 0.01% | 620 |
|
|
2021
Q4 | $237K | Sell |
5,704
-1,271
| -18% | -$52.8K | 0.01% | 657 |
|
|
2021
Q3 | $249K | Buy |
+6,975
| New | +$249K | 0.01% | 606 |
|