MAI Capital Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $500K | Buy |
9,872
+1,515
| +18% | +$73.5K | ﹤0.01% | 1029 |
|
|
2025
Q4 | $374K | Buy |
8,357
+337
| +4% | +$15.5K | ﹤0.01% | 1070 |
|
|
2025
Q3 | $367K | Sell |
8,020
-72
| -0.9% | -$3.07K | ﹤0.01% | 1030 |
|
|
2025
Q2 | $326K | Sell |
8,092
-486
| -6% | -$20.1K | ﹤0.01% | 985 |
|
|
2025
Q1 | $347K | Buy |
8,578
+608
| +8% | +$24.2K | ﹤0.01% | 925 |
|
|
2024
Q4 | $317K | Sell |
7,970
-780
| -9% | -$32.6K | ﹤0.01% | 975 |
|
|
2024
Q3 | $388K | Sell |
8,750
-849
| -9% | -$35.7K | ﹤0.01% | 807 |
|
|
2024
Q2 | $367K | Sell |
9,599
-2,128
| -18% | -$82.5K | ﹤0.01% | 925 |
|
|
2024
Q1 | $453K | Sell |
11,727
-358
| -3% | -$13.4K | ﹤0.01% | 838 |
|
|
2023
Q4 | $443K | Buy |
12,085
+4,854
| +67% | +$176K | 0.01% | 741 |
|
|
2023
Q3 | $247K | Buy |
7,231
+354
| +5% | +$13.2K | ﹤0.01% | 899 |
|
|
2023
Q2 | $267K | Buy |
6,877
+67
| +1% | +$2.63K | ﹤0.01% | 860 |
|
|
2023
Q1 | $273K | Sell |
6,810
-1,144
| -14% | -$46.2K | ﹤0.01% | 833 |
|
|
2022
Q4 | $334K | Sell |
7,954
-1,046
| -12% | -$40.9K | 0.01% | 734 |
|
|
2022
Q3 | $333K | Buy |
9,000
+1,494
| +20% | +$59K | 0.01% | 670 |
|
|
2022
Q2 | $288K | Sell |
7,506
-257
| -3% | -$11K | 0.01% | 692 |
|
|
2022
Q1 | $356K | Sell |
7,763
-1,950
| -20% | -$82.5K | 0.01% | 654 |
|
|
2021
Q4 | $404K | Sell |
9,713
-578
| -6% | -$22.3K | 0.01% | 631 |
|
|
2021
Q3 | $367K | Buy |
10,291
+789
| +8% | +$29.9K | 0.01% | 577 |
|
|
2021
Q2 | $354K | Sell |
9,502
-559
| -6% | -$20.8K | 0.01% | 563 |
|
|
2021
Q1 | $349K | Buy |
+10,061
| New | +$329K | 0.01% | 546 |
|
|
2014
Q2 | – | Sell |
-13,448
| Closed | -$458K | – | 401 |
|
|
2014
Q1 | $458K | Buy |
+13,448
| New | +$425K | 0.05% | 245 |
|
Other funds holding FE
VCM
VPM
