Klein Pavlis & Peasley Financial’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,400
Closed -$1.27M 79
2025
Q1
$1.27M Buy
31,400
+1,100
+4% +$44.4K 0.91% 36
2024
Q4
$1.21M Sell
30,300
-800
-3% -$31.8K 0.97% 35
2024
Q3
$1.38M Sell
31,100
-600
-2% -$26.6K 1.1% 31
2024
Q2
$1.21M Buy
31,700
+2,600
+9% +$99.5K 1.08% 37
2024
Q1
$1.12M Sell
29,100
-3,100
-10% -$120K 1.02% 38
2023
Q4
$1.18M Buy
+32,200
New +$1.18M 1.1% 37