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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

FE holding history

Firstenergy Corp in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of FE by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−58−100.0%Sold outHolders
Q4 202358$2.13K<0.1%+58NewHolders
Q4 20220$00.0%−51−100.0%Sold outHolders
Q3 202251$2.00K<0.1%00.0%UnchangedHolders
Q2 202251$2.00K<0.1%+51NewHolders
Q4 20210$00.0%−27,994−100.0%Sold outHolders
Q3 202127,994$997.0K0.2%+3,870+16.0%AddedHolders
Q2 202124,124$898.0K0.2%−250−1.0%ReducedHolders
Q1 202124,374$845.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.