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FirstEnergy shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of FirstEnergy (FE) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in FirstEnergy

Tip: Access up to 7 years of quarterly data

All positions including FirstEnergy held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FirstEnergy by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 5.5k 44.35
2024-06-30 $244k 6.4k 38.27
2024-03-31 $283k 7.3k 38.62

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

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