San Luis Wealth Advisors »

FirstEnergy shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FirstEnergy by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $797k 17k 45.82
2025-06-30 $597k 15k 40.23
2025-03-31 $443k 11k 40.45

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis 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