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Leavell Investment Management’s
FirstEnergy
FE
Stock Holding History
Leavell Investment Management’s Portfolio
FE Stock Details
FE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-4,575
Closed
-$210K
–
434
2022
Q1
$210K
Buy
+4,575
New
+$194K
0.01%
404
2015
Q3
–
Sell
-8,110
Closed
-$264K
–
378
2015
Q2
$264K
Sell
8,110
-4,000
-33%
-$140K
0.04%
347
2015
Q1
$425K
Hold
12,110
–
–
0.06%
275
2014
Q4
$472K
Sell
12,110
-500
-4%
-$18.3K
0.07%
244
2014
Q3
$423K
Buy
12,610
+300
+2%
+$9.92K
0.07%
256
2014
Q2
$427K
Buy
12,310
+2,700
+28%
+$90.9K
0.07%
255
2014
Q1
$327K
Buy
9,610
+500
+5%
+$15.8K
0.05%
289
2013
Q4
$300K
Sell
9,110
-8,200
-47%
-$289K
0.05%
306
2013
Q3
$631K
Hold
17,310
–
–
0.11%
189
2013
Q2
$646K
Buy
+17,310
New
+$728K
0.12%
177
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1-Year Est. Return
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1-Year Est. Return
IC
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$8.55B AUM
29.29%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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