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FirstEnergy shares owned by One Wealth Advisors

Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

All positions including FirstEnergy held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FirstEnergy by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 7.7k 45.82
2025-06-30 $245k 6.1k 40.26
2025-03-31 $246k 6.1k 40.42
2022-12-31 $80k 1.9k 41.94

More positions owned by One Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

Top funds holding FirstEnergy

Capital World Investors
Vanguard Group
BlackRock
State Street Corporation
Blackstone Group
Robeco Investment Management
Geode Capital Management
Invesco
Morgan Stanley
Allspring Global Investments Holdings
Federated Investors
Neuberger Berman Group
Millennium Management
FMR
Jpmorgan Chase & Co

View all funds holding FirstEnergy