FirstEnergy shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in FirstEnergy
Tip: Access up to 7 years of quarterly data
All positions including FirstEnergy held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in FirstEnergy by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 9.4k | 45.82 |
| 2025-06-30 | $383k | 9.5k | 40.26 |
| 2025-03-31 | $403k | 9.5k | 42.57 |
| 2024-12-31 | $358k | 9.2k | 39.02 |
| 2024-09-30 | $405k | 9.1k | 44.35 |
| 2024-06-30 | $349k | 9.1k | 38.27 |
| 2024-03-31 | $374k | 9.7k | 38.62 |
| 2023-12-31 | $339k | 9.2k | 36.66 |
| 2023-09-30 | $333k | 9.7k | 34.18 |
| 2023-06-30 | $410k | 11k | 38.88 |
| 2023-03-31 | $427k | 11k | 40.06 |
| 2022-12-31 | $452k | 11k | 41.94 |
| 2022-09-30 | $373k | 10k | 36.92 |
| 2022-06-30 | $441k | 11k | 40.00 |
| 2022-03-31 | $505k | 11k | 45.80 |
| 2021-12-31 | $453k | 11k | 41.52 |
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