Savant Capital’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $610K | Buy |
15,144
+758
| +5% | +$30.5K | ﹤0.01% | 1000 |
|
2025
Q1 | $581K | Sell |
14,386
-391
| -3% | -$15.8K | ﹤0.01% | 933 |
|
2024
Q4 | $588K | Buy |
14,777
+792
| +6% | +$31.5K | ﹤0.01% | 826 |
|
2024
Q3 | $620K | Sell |
13,985
-2,387
| -15% | -$106K | 0.01% | 786 |
|
2024
Q2 | $627K | Sell |
16,372
-910
| -5% | -$34.8K | 0.01% | 722 |
|
2024
Q1 | $667K | Buy |
17,282
+5,996
| +53% | +$232K | 0.01% | 657 |
|
2023
Q4 | $414K | Buy |
11,286
+183
| +2% | +$6.71K | 0.01% | 616 |
|
2023
Q3 | $379K | Sell |
11,103
-133
| -1% | -$4.55K | 0.01% | 593 |
|
2023
Q2 | $437K | Buy |
11,236
+5,911
| +111% | +$230K | 0.01% | 542 |
|
2023
Q1 | $213K | Buy |
5,325
+85
| +2% | +$3.41K | ﹤0.01% | 669 |
|
2022
Q4 | $220K | Sell |
5,240
-331
| -6% | -$13.9K | 0.01% | 537 |
|
2022
Q3 | $206K | Buy |
5,571
+96
| +2% | +$3.55K | 0.01% | 507 |
|
2022
Q2 | $210K | Sell |
5,475
-151
| -3% | -$5.79K | 0.01% | 518 |
|
2022
Q1 | $258K | Buy |
+5,626
| New | +$258K | 0.01% | 484 |
|
2016
Q4 | – | Sell |
-7,836
| Closed | -$259K | – | 260 |
|
2016
Q3 | $259K | Sell |
7,836
-269
| -3% | -$8.89K | 0.07% | 208 |
|
2016
Q2 | $283K | Buy |
8,105
+763
| +10% | +$26.6K | 0.08% | 192 |
|
2016
Q1 | $264K | Buy |
+7,342
| New | +$264K | 0.08% | 182 |
|
2015
Q3 | – | Sell |
-7,368
| Closed | -$240K | – | 211 |
|
2015
Q2 | $240K | Sell |
7,368
-1,273
| -15% | -$41.5K | 0.08% | 195 |
|
2015
Q1 | $303K | Buy |
8,641
+177
| +2% | +$6.21K | 0.11% | 158 |
|
2014
Q4 | $330K | Buy |
8,464
+806
| +11% | +$31.4K | 0.13% | 143 |
|
2014
Q3 | $257K | Buy |
7,658
+157
| +2% | +$5.27K | 0.11% | 157 |
|
2014
Q2 | $260K | Buy |
7,501
+1,446
| +24% | +$50.1K | 0.11% | 152 |
|
2014
Q1 | $206K | Buy |
+6,055
| New | +$206K | 0.1% | 174 |
|
2013
Q3 | – | Sell |
-5,539
| Closed | -$207K | – | 155 |
|
2013
Q2 | $207K | Buy |
+5,539
| New | +$207K | 0.12% | 142 |
|