John G. Ullman & Associates’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
5,400
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $218K | Hold |
5,400
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $215K | Hold |
5,400
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $239K | Hold |
5,400
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $207K | Sell |
5,400
-500
| -8% | -$19.1K | 0.03% | 171 |
|
|
2024
Q1 | $228K | Buy |
+5,900
| New | +$228K | 0.04% | 163 |
|
|
2023
Q1 | – | Sell |
-4,800
| Closed | -$201K | – | 178 |
|
|
2022
Q4 | $201K | Buy |
+4,800
| New | +$201K | 0.03% | 164 |
|
|
2022
Q2 | – | Sell |
-4,800
| Closed | -$220K | – | 162 |
|
|
2022
Q1 | $220K | Buy |
+4,800
| New | +$220K | 0.03% | 162 |
|