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FirstEnergy shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

All positions including FirstEnergy held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FirstEnergy by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1k 129 47.54

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding FirstEnergy

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

View all funds holding FirstEnergy