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 csv Download as ExcelQuarterly reported holdings in FirstEnergy by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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