FirstEnergy shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in FirstEnergy
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All positions including FirstEnergy held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $470k | 11k | 44.35 |
2024-06-30 | $406k | 11k | 38.27 |
2024-03-31 | $409k | 11k | 38.62 |
2023-12-31 | $601k | 16k | 36.66 |
2023-09-30 | $561k | 16k | 34.18 |
2023-06-30 | $638k | 16k | 38.88 |
2023-03-31 | $657k | 16k | 40.06 |
2022-12-31 | $688k | 16k | 41.94 |
2022-09-30 | $636k | 17k | 37.00 |
2022-06-30 | $1.0M | 26k | 38.39 |
2022-03-31 | $1.2M | 26k | 45.86 |
2021-12-31 | $1.1M | 26k | 41.59 |
2021-09-30 | $937k | 26k | 35.62 |
2021-06-30 | $979k | 26k | 37.21 |
2021-03-31 | $912k | 26k | 34.69 |
2020-12-31 | $805k | 26k | 30.61 |
2020-09-30 | $755k | 26k | 28.71 |
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