Balanced Wealth Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FirstEnergy by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $787k 22k 36.66

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

Top funds holding FirstEnergy

Vanguard Group
Blackstone Group
T. Rowe Price Associates
Robeco Investment Management
Allspring Global Investments Holdings
Carl C. Icahn, Individual
Legal & General Group
Mitsubishi UFJ Trust & Banking Corp
Royal Bank of Canada
Neuberger Berman Group
Zimmer Partners
Bank of New York Mellon
First Pacific Advisors
Franklin Resources
Charles Schwab Investment Management

View all funds holding FirstEnergy