Tortoise Investment 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 | $11.1K | Buy |
275
+43
| +19% | +$1.73K | ﹤0.01% | 592 |
|
|
2025
Q1 | $9.38K | Sell |
232
-50
| -18% | -$2.02K | ﹤0.01% | 589 |
|
|
2024
Q4 | $11.2K | Hold |
282
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $12.5K | Hold |
282
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $10.8K | Sell |
282
-17
| -6% | -$651 | ﹤0.01% | 616 |
|
|
2024
Q1 | $11.5K | Hold |
299
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $11K | Sell |
299
-25
| -8% | -$916 | ﹤0.01% | 557 |
|
|
2023
Q3 | $11.1K | Buy |
324
+25
| +8% | +$854 | ﹤0.01% | 540 |
|
|
2023
Q2 | $11.6K | Hold |
299
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $12K | Hold |
299
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $12.5K | Buy |
299
+50
| +20% | +$2.1K | ﹤0.01% | 514 |
|
|
2022
Q3 | $9K | Hold |
249
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $10K | Hold |
249
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $11K | Hold |
249
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $10K | Hold |
249
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $9K | Hold |
249
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $9K | Hold |
249
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $9K | Hold |
249
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $8K | Hold |
249
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $7K | Hold |
249
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $10K | Buy |
+249
| New | +$10K | ﹤0.01% | 365 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$3K | – | 489 |
|
|
2016
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 429 |
|