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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
2026-03-31 $125k 2.5k 50.65
2024-12-31 $220k 5.5k 39.78
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)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding FirstEnergy

Capital World Investors
Vanguard Group
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

View all funds holding FirstEnergy