Twelve Points Wealth Management’s FirstEnergy FE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Sell	7,575 -418	-5%	-$20.3K	0.08%	147
2025 Q4	$357K	Sell	7,993 -5,487	-41%	-$252K	0.08%	149
2025 Q3	$618K	Sell	13,480 -2,489	-16%	-$106K	0.15%	127
2025 Q2	$643K	Buy	15,969 +188	+1%	+$7.76K	0.17%	120
2025 Q1	$638K	Buy	15,781 +1,540	+11%	+$61.3K	0.17%	116
2024 Q4	$566K	Buy	14,241 +3,965	+39%	+$166K	0.16%	119
2024 Q3	$456K	Buy	10,276 +1,296	+14%	+$54.5K	0.14%	125
2024 Q2	$344K	Buy	8,980 +977	+12%	+$37.9K	0.12%	141
2024 Q1	$309K	Buy	8,003 +408	+5%	+$15.3K	0.11%	143
2023 Q4	$278K	Buy	7,595 +361	+5%	+$13.1K	0.13%	142
2023 Q3	$247K	Buy	7,234 +1,142	+19%	+$42.5K	0.12%	148
2023 Q2	$237K	Buy	6,092 +975	+19%	+$38.3K	0.13%	148
2023 Q1	$205K	Buy	+5,117	New	+$207K	0.12%	155