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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

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Quarterly reported holdings in FirstEnergy by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 11k 44.35
2024-06-30 $418k 11k 38.27
2024-03-31 $458k 12k 38.62

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View all positions for LWM Advisory Services

Top funds holding FirstEnergy

Capital World Investors
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Blackstone Group
Invesco
T. Rowe Price Associates
Geode Capital Management
Robeco Investment Management
Allspring Global Investments Holdings
Neuberger Berman Group
Nuveen Asset Management
Morgan Stanley
Soroban Capital Partners

View all funds holding FirstEnergy