Lombard Odier Asset Management (USA)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-78,654
| Closed | -$3.13M | – | 189 |
|
2024
Q4 | $3.13M | Buy |
78,654
+16,750
| +27% | +$666K | 0.23% | 11 |
|
2024
Q3 | $2.75M | Buy |
61,904
+18,241
| +42% | +$809K | 0.18% | 18 |
|
2024
Q2 | $1.67M | Buy |
+43,663
| New | +$1.67M | 0.12% | 32 |
|
2021
Q4 | – | Sell |
-45,000
| Closed | -$1.6M | – | 263 |
|
2021
Q3 | $1.6M | Hold |
45,000
| – | – | 0.07% | 91 |
|
2021
Q2 | $1.67M | Buy |
+45,000
| New | +$1.67M | 0.07% | 78 |
|