FirstEnergy shares owned by LWM Advisory Services
Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in FirstEnergy
Tip: Access up to 7 years of quarterly data
All positions including FirstEnergy held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in FirstEnergy by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 12k | 45.84 |
| 2025-06-30 | $486k | 12k | 40.26 |
| 2025-03-31 | $411k | 10k | 40.42 |
| 2024-12-31 | $405k | 10k | 39.79 |
| 2024-09-30 | $471k | 11k | 44.35 |
| 2024-06-30 | $418k | 11k | 38.27 |
| 2024-03-31 | $458k | 12k | 38.62 |