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FirstEnergy shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

All positions including FirstEnergy held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FirstEnergy by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 8.2k 44.77
2025-06-30 $280k 7.0k 40.26

More positions owned by Keudell/Morrison Wealth Management

Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding FirstEnergy

Capital World Investors
Vanguard Group
BlackRock
State Street Corporation
Blackstone Group
Robeco Investment Management
Geode Capital Management
Invesco
Allspring Global Investments Holdings
Neuberger Berman Group
Federated Investors
Millennium Management
FMR
Victory Capital Management
Jpmorgan Chase & Co

View all funds holding FirstEnergy