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Cerity Partners LLC: FE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on FE, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 142,660 FE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,660 shares
    Change vs previous 13F +7,528 shares

    0.01% of the 13F portfolio, value $6,782,001.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 135,132 shares
    Change vs previous 13F -168,901 shares

    0.01% of the 13F portfolio, value $6,845,780.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 304,033 shares
    Change vs previous 13F -61,022 shares

    0.02% of the 13F portfolio, value $13,611,569.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 365,055 shares
    Change vs previous 13F +1,927 shares

    0.03% of the 13F portfolio, value $16,726,825.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 363,128 shares
    Change vs previous 13F +4,100 shares

    0.03% of the 13F portfolio, value $14,619,521.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 359,028 shares
    Change vs previous 13F +80,802 shares

    0.03% of the 13F portfolio, value $14,511,870.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 278,226 shares
    Change vs previous 13F +2,544 shares

    0.02% of the 13F portfolio, value $11,350,053.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 275,682 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,226,510.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).