FirstEnergy shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in FirstEnergy
Tip: Access up to 7 years of quarterly data
All positions including FirstEnergy held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in FirstEnergy by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 4.8k | 45.82 |
| 2025-06-30 | $761k | 19k | 40.26 |
| 2025-03-31 | $686k | 17k | 40.42 |
| 2024-12-31 | $553k | 14k | 39.78 |
| 2024-09-30 | $379k | 8.6k | 44.35 |
| 2024-06-30 | $336k | 8.8k | 38.27 |
| 2024-03-31 | $325k | 8.4k | 38.62 |
| 2023-09-30 | $5.8M | 171k | 34.18 |
| 2023-06-30 | $6.7M | 172k | 38.88 |
| 2023-03-31 | $7.0M | 176k | 40.06 |
| 2022-12-31 | $7.2M | 172k | 41.94 |
| 2022-09-30 | $5.7M | 155k | 37.00 |
| 2022-03-31 | $7.6M | 166k | 45.86 |
| 2021-12-31 | $6.6M | 159k | 41.59 |
| 2021-09-30 | $5.8M | 164k | 35.62 |
| 2021-06-30 | $6.2M | 167k | 37.21 |
| 2021-03-31 | $5.8M | 168k | 34.69 |
| 2020-12-31 | $5.2M | 171k | 30.61 |
| 2020-09-30 | $4.4M | 153k | 28.71 |
| 2020-06-30 | $4.7M | 122k | 38.78 |
| 2020-03-31 | $6.0M | 149k | 40.07 |
| 2019-12-31 | $7.6M | 150k | 50.79 |
| 2019-09-30 | $6.7M | 145k | 46.30 |
| 2019-06-30 | $7.9M | 182k | 43.57 |
| 2019-03-31 | $7.9M | 191k | 41.61 |
| 2018-12-31 | $7.6M | 193k | 39.35 |
| 2018-09-30 | $8.2M | 217k | 37.75 |
| 2018-06-30 | $7.3M | 203k | 35.91 |
| 2018-03-31 | $6.6M | 194k | 34.01 |
More positions owned by Mount Yale Investment Advisors
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