Mount Yale Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
18,906
+1,934
| +11% | +$77.9K | 0.06% | 261 |
|
|
2025
Q1 | $686K | Buy |
16,972
+3,065
| +22% | +$124K | 0.06% | 264 |
|
|
2024
Q4 | $553K | Buy |
13,907
+5,352
| +63% | +$213K | 0.04% | 324 |
|
|
2024
Q3 | $379K | Sell |
8,555
-225
| -3% | -$9.98K | 0.04% | 382 |
|
|
2024
Q2 | $336K | Buy |
8,780
+372
| +4% | +$14.2K | 0.03% | 411 |
|
|
2024
Q1 | $325K | Buy |
+8,408
| New | +$325K | 0.02% | 430 |
|
|
2023
Q4 | – | Sell |
-171,030
| Closed | -$5.85M | – | 511 |
|
|
2023
Q3 | $5.85M | Sell |
171,030
-576
| -0.3% | -$19.7K | 0.64% | 27 |
|
|
2023
Q2 | $6.67M | Sell |
171,606
-4,207
| -2% | -$164K | 0.71% | 22 |
|
|
2023
Q1 | $7.04M | Buy |
175,813
+4,296
| +3% | +$172K | 0.79% | 15 |
|
|
2022
Q4 | $7.19M | Buy |
171,517
+16,657
| +11% | +$699K | 0.82% | 19 |
|
|
2022
Q3 | $5.73M | Buy |
+154,860
| New | +$5.73M | 0.76% | 17 |
|
|
2022
Q2 | – | Sell |
-165,593
| Closed | -$7.59M | – | 470 |
|
|
2022
Q1 | $7.59M | Buy |
165,593
+6,415
| +4% | +$294K | 0.83% | 17 |
|
|
2021
Q4 | $6.62M | Sell |
159,178
-4,399
| -3% | -$183K | 0.69% | 24 |
|
|
2021
Q3 | $5.83M | Sell |
163,577
-3,796
| -2% | -$135K | 0.67% | 28 |
|
|
2021
Q2 | $6.23M | Sell |
167,373
-134
| -0.1% | -$4.99K | 0.75% | 28 |
|
|
2021
Q1 | $5.81M | Sell |
167,507
-3,174
| -2% | -$110K | 0.76% | 26 |
|
|
2020
Q4 | $5.23M | Buy |
170,681
+17,665
| +12% | +$541K | 0.73% | 29 |
|
|
2020
Q3 | $4.39M | Buy |
153,016
+31,076
| +25% | +$892K | 0.63% | 33 |
|
|
2020
Q2 | $4.73M | Sell |
121,940
-27,193
| -18% | -$1.05M | 0.85% | 26 |
|
|
2020
Q1 | $5.98M | Sell |
149,133
-459
| -0.3% | -$18.4K | 1.35% | 13 |
|
|
2019
Q4 | $7.6M | Buy |
149,592
+4,325
| +3% | +$220K | 1.32% | 15 |
|
|
2019
Q3 | $6.73M | Sell |
145,267
-36,666
| -20% | -$1.7M | 1.2% | 25 |
|
|
2019
Q2 | $7.93M | Sell |
181,933
-8,906
| -5% | -$388K | 1.46% | 12 |
|
|
2019
Q1 | $7.94M | Sell |
190,839
-2,193
| -1% | -$91.3K | 1.49% | 15 |
|
|
2018
Q4 | $7.6M | Sell |
193,032
-24,148
| -11% | -$950K | 1.54% | 11 |
|
|
2018
Q3 | $8.2M | Buy |
217,180
+13,847
| +7% | +$523K | 1.43% | 11 |
|
|
2018
Q2 | $7.3M | Buy |
203,333
+9,466
| +5% | +$340K | 1.38% | 11 |
|
|
2018
Q1 | $6.59M | Buy |
+193,867
| New | +$6.59M | 1.41% | 13 |
|