Plante Moran Financial 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 | $1.69K | Sell |
42
-160
| -79% | -$6.44K | ﹤0.01% | 675 |
|
|
2025
Q1 | $8.17K | Buy |
202
+98
| +94% | +$3.96K | ﹤0.01% | 601 |
|
|
2024
Q4 | $4.14K | Hold |
104
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $4.61K | Buy |
104
+10
| +11% | +$443 | ﹤0.01% | 691 |
|
|
2024
Q2 | $3.6K | Buy |
94
+42
| +81% | +$1.61K | ﹤0.01% | 676 |
|
|
2024
Q1 | $2.01K | Hold |
52
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $1.91K | Hold |
52
| – | – | ﹤0.01% | 729 |
|
|
2023
Q3 | $1.78K | Hold |
52
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $2.02K | Hold |
52
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $2.08K | Hold |
52
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $2.18K | Hold |
52
| – | – | ﹤0.01% | 738 |
|
|
2022
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 783 |
|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $2K | Sell |
52
-125
| -71% | -$4.81K | ﹤0.01% | 741 |
|
|
2021
Q4 | $7K | Sell |
177
-75
| -30% | -$2.97K | ﹤0.01% | 752 |
|
|
2021
Q3 | $9K | Buy |
+252
| New | +$9K | ﹤0.01% | 706 |
|
|
2021
Q1 | – | Sell |
-1,900
| Closed | -$58K | – | 1035 |
|
|
2020
Q4 | $58K | Buy |
+1,900
| New | +$58K | 0.02% | 333 |
|
|
2020
Q1 | – | Sell |
-160
| Closed | -$8K | – | 766 |
|
|
2019
Q4 | $8K | Buy |
160
+100
| +167% | +$5K | ﹤0.01% | 564 |
|
|
2019
Q3 | $3K | Buy |
60
+15
| +33% | +$750 | ﹤0.01% | 735 |
|
|
2019
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 723 |
|
|
2018
Q2 | – | Sell |
-367
| Closed | -$12K | – | 866 |
|
|
2018
Q1 | $12K | Hold |
367
| – | – | 0.01% | 573 |
|
|
2017
Q4 | $11K | Buy |
367
+214
| +140% | +$6.41K | 0.01% | 576 |
|
|
2017
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 650 |
|
|
2017
Q2 | $4K | Sell |
153
-100
| -40% | -$2.61K | ﹤0.01% | 689 |
|
|
2017
Q1 | $8K | Buy |
253
+153
| +153% | +$4.84K | ﹤0.01% | 609 |
|
|
2016
Q4 | $3K | Sell |
100
-50
| -33% | -$1.5K | ﹤0.01% | 791 |
|
|
2016
Q3 | $5K | Sell |
150
-535
| -78% | -$17.8K | ﹤0.01% | 687 |
|
|
2016
Q2 | $24K | Buy |
+685
| New | +$24K | 0.02% | 404 |
|
|
2014
Q1 | – | Sell |
-52
| Closed | -$2K | – | 645 |
|
|
2013
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 621 |
|
|
2013
Q3 | – | Sell |
-540
| Closed | -$20K | – | 646 |
|
|
2013
Q2 | $20K | Buy |
+540
| New | +$20K | 0.01% | 247 |
|