FirstEnergy shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in FirstEnergy
Tip: Access up to 7 years of quarterly data
All positions including FirstEnergy held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in FirstEnergy by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 28k | 40.38 |
| 2025-06-30 | $1.2M | 28k | 42.71 |
| 2025-03-31 | $1.1M | 28k | 40.42 |
| 2024-12-31 | $1.1M | 27k | 39.80 |
| 2024-09-30 | $1.2M | 27k | 44.35 |
| 2024-06-30 | $1.0M | 27k | 38.31 |
| 2024-03-31 | $1.0M | 26k | 39.84 |
| 2023-12-31 | $787k | 22k | 36.66 |