Number of Shares
263,859.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
1.97%
Total Estimate Gain
$361,099.85
% of Total Estimate Gain
1.45%

HEARTLAND MID CAP VALUE FUND's FirstEnergy Corp Holding Summary

As of 2025-03-31, HEARTLAND GROUP INC held 263,859.00 shares of FirstEnergy Corp(FE), totaling $10.67 Mil. This investment constitutes 1.97% of their stock portfolio, and HEARTLAND GROUP INC now holds 0.05% of the outstanding FirstEnergy Corp(FE) stock.

The initial trade took place in 2019Q3. And since then HEARTLAND MID CAP VALUE FUND has made 6 purchases of FE, at an average price of $39.50, for a total of 632,492.00 shares. In addition, there have been 6 sales at an average price of $39.57 for 368,633.00 shares. Based on historical transaction data and FE's current price of $40.78, HEARTLAND MID CAP VALUE FUND's estimated gain on his FE holdings is $361,099.85, reflecting a 1.45% gain to date.

HEARTLAND MID CAP VALUE FUND FE ($40.78) Holding Chart

HEARTLAND MID CAP VALUE FUND FE ($40.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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