Northwestern Mutual Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
17,050
-626
| -4% | -$25.2K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $714K | Buy |
17,676
+2,176
| +14% | +$88K | ﹤0.01% | 1217 |
|
|
2024
Q4 | $617K | Buy |
15,500
+708
| +5% | +$28.2K | ﹤0.01% | 1256 |
|
|
2024
Q3 | $656K | Buy |
14,792
+1,010
| +7% | +$44.8K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $527K | Sell |
13,782
-273
| -2% | -$10.4K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $543K | Sell |
14,055
-347
| -2% | -$13.4K | ﹤0.01% | 1215 |
|
|
2023
Q4 | $528K | Buy |
14,402
+1,074
| +8% | +$39.4K | ﹤0.01% | 1183 |
|
|
2023
Q3 | $456K | Sell |
13,328
-4,367
| -25% | -$149K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $688K | Sell |
17,695
-8,445
| -32% | -$328K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $1.05M | Buy |
26,140
+3,187
| +14% | +$128K | ﹤0.01% | 879 |
|
|
2022
Q4 | $963K | Buy |
22,953
+1,859
| +9% | +$78K | ﹤0.01% | 887 |
|
|
2022
Q3 | $780K | Sell |
21,094
-8,406
| -28% | -$311K | ﹤0.01% | 901 |
|
|
2022
Q2 | $1.13M | Buy |
29,500
+17,287
| +142% | +$663K | ﹤0.01% | 788 |
|
|
2022
Q1 | $560K | Buy |
12,213
+534
| +5% | +$24.5K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $485K | Buy |
11,679
+408
| +4% | +$16.9K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $401K | Buy |
11,271
+2,229
| +25% | +$79.3K | ﹤0.01% | 1077 |
|
|
2021
Q2 | $336K | Sell |
9,042
-631
| -7% | -$23.4K | ﹤0.01% | 1118 |
|
|
2021
Q1 | $336K | Buy |
9,673
+1,138
| +13% | +$39.5K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $261K | Sell |
8,535
-1,142
| -12% | -$34.9K | ﹤0.01% | 1046 |
|
|
2020
Q3 | $278K | Sell |
9,677
-1,164
| -11% | -$33.4K | ﹤0.01% | 925 |
|
|
2020
Q2 | $420K | Buy |
10,841
+42
| +0.4% | +$1.63K | ﹤0.01% | 749 |
|
|
2020
Q1 | $433K | Sell |
10,799
-678
| -6% | -$27.2K | ﹤0.01% | 682 |
|
|
2019
Q4 | $558K | Sell |
11,477
-762
| -6% | -$37K | ﹤0.01% | 656 |
|
|
2019
Q3 | $590K | Sell |
12,239
-816
| -6% | -$39.3K | ﹤0.01% | 606 |
|
|
2019
Q2 | $559K | Sell |
13,055
-75
| -0.6% | -$3.21K | ﹤0.01% | 600 |
|
|
2019
Q1 | $546K | Sell |
13,130
-102
| -0.8% | -$4.24K | ﹤0.01% | 602 |
|
|
2018
Q4 | $497K | Sell |
13,232
-1,640
| -11% | -$61.6K | ﹤0.01% | 562 |
|
|
2018
Q3 | $553K | Buy |
14,872
+4,147
| +39% | +$154K | ﹤0.01% | 537 |
|
|
2018
Q2 | $385K | Sell |
10,725
-480
| -4% | -$17.2K | ﹤0.01% | 596 |
|
|
2018
Q1 | $381K | Sell |
11,205
-15,325
| -58% | -$521K | ﹤0.01% | 569 |
|
|
2017
Q4 | $813K | Buy |
26,530
+737
| +3% | +$22.6K | 0.01% | 413 |
|
|
2017
Q3 | $796K | Buy |
25,793
+2,235
| +9% | +$69K | 0.01% | 394 |
|
|
2017
Q2 | $687K | Buy |
23,558
+15,252
| +184% | +$445K | 0.01% | 417 |
|
|
2017
Q1 | $265K | Sell |
8,306
-433
| -5% | -$13.8K | ﹤0.01% | 587 |
|
|
2016
Q4 | $271K | Buy |
+8,739
| New | +$271K | ﹤0.01% | 580 |
|
|
2016
Q3 | – | Sell |
-7,779
| Closed | -$271K | – | 629 |
|
|
2016
Q2 | $271K | Buy |
7,779
+732
| +10% | +$25.5K | ﹤0.01% | 524 |
|
|
2016
Q1 | $253K | Buy |
7,047
+1,055
| +18% | +$37.9K | ﹤0.01% | 513 |
|
|
2015
Q4 | $190K | Sell |
5,992
-1,013
| -14% | -$32.1K | ﹤0.01% | 526 |
|
|
2015
Q3 | $219K | Buy |
7,005
+3,121
| +80% | +$97.6K | 0.01% | 472 |
|
|
2015
Q2 | $126K | Sell |
3,884
-577
| -13% | -$18.7K | ﹤0.01% | 508 |
|
|
2015
Q1 | $156K | Buy |
4,461
+772
| +21% | +$27K | ﹤0.01% | 464 |
|
|
2014
Q4 | $144K | Sell |
3,689
-271
| -7% | -$10.6K | ﹤0.01% | 463 |
|
|
2014
Q3 | $133K | Sell |
3,960
-342
| -8% | -$11.5K | ﹤0.01% | 459 |
|
|
2014
Q2 | $149K | Buy |
4,302
+151
| +4% | +$5.23K | 0.01% | 436 |
|
|
2014
Q1 | $141K | Sell |
4,151
-496
| -11% | -$16.8K | 0.01% | 424 |
|
|
2013
Q4 | $153K | Sell |
4,647
-205
| -4% | -$6.75K | 0.01% | 417 |
|
|
2013
Q3 | $177K | Sell |
4,852
-344
| -7% | -$12.5K | 0.01% | 376 |
|
|
2013
Q2 | $194K | Buy |
+5,196
| New | +$194K | 0.01% | 342 |
|