BTG Pactual Global Asset Management Ltd FE β€” FIRSTENERGY CORP

Ownership history in BTG Pactual Global Asset Management Ltd  Β·  4 quarters on record

AI Ownership Summary

BTG Pactual Global Asset Management Ltd reported FIRSTENERGY CORP (FE) in 4 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BTG Pactual Global Asset Management Ltd's position in FIRSTENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
4 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BTG Pactual Global Asset Management Ltd held FE β€” position size vs. price
% of Fund (quarterly)    FE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BTG Pactual Global Asset Management Ltd and FE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BTG Pactual Global Asset Management Ltd reported owning FE?

BTG Pactual Global Asset Management Ltd reported FE across 0 quarterly 13F filings.

What was the largest reported FE position in BTG Pactual Global Asset Management Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for FE in BTG Pactual Global Asset Management Ltd.

What is the latest reported FE position on this page?

The most recent filing on this page is 2023 Q4, when BTG Pactual Global Asset Management Ltd reported 94,138 shares, equal to 1.33% of portfolio, with an estimated market value of $3.5M.

What does the chart on this FE ownership page compare?

The chart compares BTG Pactual Global Asset Management Ltd's quarterly FE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BTG Pactual Global Asset Management Ltd time their FE position?

Based on 13F filing dates vs. subsequent FE price moves, BTG Pactual Global Asset Management Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FE relative to SPY over the holding period was -25.1%.

← Back to BTG Pactual Global Asset Management Ltd Holdings