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FirstEnergy shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

All positions including FirstEnergy held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FirstEnergy by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $302k 8.8k 34.18
2023-06-30 $345k 8.9k 38.92
2023-03-31 $345k 8.6k 40.06
2022-12-31 $361k 8.6k 41.94
2022-09-30 $301k 8.1k 36.96

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

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