Neo Ivy Capital Management’s FirstEnergy FE Stock Holding History

Neo Ivy Capital Management’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,104	Closed	-$769K	–	435
2025 Q2	$769K	Buy	+19,104	New	+$788K	0.25%	146
2024 Q4	–	Sell	-46,224	Closed	-$2.05M	–	316
2024 Q3	$2.05M	Buy	+46,224	New	+$1.95M	0.66%	55
2022 Q4	–	Sell	-1,076	Closed	-$40K	–	410
2022 Q3	$40K	Buy	1,076 +125	+13%	+$4.94K	0.11%	248
2022 Q2	$36K	Buy	+951	New	+$40.6K	0.1%	263
2021 Q4	–	Sell	-12,657	Closed	-$491K	–	495
2021 Q3	$491K	Buy	12,657 +9,998	+376%	+$379K	0.56%	52
2021 Q2	$99K	Sell	2,659 -7,290	-73%	-$271K	0.1%	257
2021 Q1	$345K	Buy	+9,949	New	+$325K	0.38%	90
2020 Q3	–	Sell	-12,657	Closed	-$491K	–	505
2020 Q2	$491K	Buy	+12,657	New	+$523K	0.56%	52
2020 Q1	–	Sell	-10,897	Closed	-$530K	–	484
2019 Q4	$530K	Sell	10,897 -3,004	-22%	-$144K	0.61%	77
2019 Q3	$639K	Buy	+13,901	New	+$629K	0.42%	123

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return