NorthRock Partners’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
6,190
-618
-9% -$24.9K 0.01% 581
2025
Q1
$275K Buy
6,808
+126
+2% +$5.09K 0.01% 486
2024
Q4
$266K Buy
6,682
+236
+4% +$9.39K 0.01% 504
2024
Q3
$286K Buy
6,446
+144
+2% +$6.39K 0.01% 508
2024
Q2
$241K Sell
6,302
-1,413
-18% -$54.1K 0.01% 524
2024
Q1
$298K Buy
+7,715
New +$298K 0.01% 482
2021
Q4
Sell
-11,870
Closed -$423K 341
2021
Q3
$423K Buy
+11,870
New +$423K 0.03% 174