Carson Wealth (CWM LLC)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Buy |
33,040
+9,720
| +42% | +$471K | ﹤0.01% | 1278 |
|
|
2025
Q4 | $1.04M | Buy |
23,320
+6,064
| +35% | +$278K | ﹤0.01% | 1475 |
|
|
2025
Q3 | $791K | Buy |
17,256
+5,212
| +43% | +$223K | ﹤0.01% | 1533 |
|
|
2025
Q2 | $485K | Buy |
12,044
+240
| +2% | +$9.9K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $477K | Sell |
11,804
-18,276
| -61% | -$728K | ﹤0.01% | 1463 |
|
|
2024
Q4 | $1.2M | Sell |
30,080
-464
| -2% | -$19.4K | 0.01% | 993 |
|
|
2024
Q3 | $1.35M | Buy |
30,544
+843
| +3% | +$35.5K | 0.01% | 866 |
|
|
2024
Q2 | $1.14M | Buy |
29,701
+203
| +0.7% | +$7.87K | 0.01% | 826 |
|
|
2024
Q1 | $1.14M | Sell |
29,498
-635
| -2% | -$23.8K | 0.01% | 806 |
|
|
2023
Q4 | $1.1M | Buy |
30,133
+3,027
| +11% | +$110K | 0.01% | 765 |
|
|
2023
Q3 | $926K | Buy |
27,106
+228
| +0.8% | +$8.48K | 0.01% | 788 |
|
|
2023
Q2 | $1.04M | Buy |
26,878
+1,926
| +8% | +$75.6K | 0.01% | 703 |
|
|
2023
Q1 | $1M | Buy |
24,952
+408
| +2% | +$16.5K | 0.01% | 667 |
|
|
2022
Q4 | $1.03M | Buy |
24,544
+1,194
| +5% | +$46.7K | 0.01% | 607 |
|
|
2022
Q3 | $864K | Buy |
23,350
+18,414
| +373% | +$728K | 0.01% | 593 |
|
|
2022
Q2 | $189K | Sell |
4,936
-21
| -0.4% | -$896 | ﹤0.01% | 1063 |
|
|
2022
Q1 | $227K | Buy |
4,957
+1,550
| +45% | +$65.6K | ﹤0.01% | 992 |
|
|
2021
Q4 | $142K | Buy |
+3,407
| New | +$131K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2021
Q1 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q4 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q3 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q2 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q1 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q4 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q3 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q2 | $53K | Hold |
1,417
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q1 | $53K | Sell |
1,417
-993
| -41% | -$39.5K | ﹤0.01% | 1377 |
|
|
2018
Q4 | $90K | Buy |
2,410
+99
| +4% | +$3.75K | ﹤0.01% | 746 |
|
|
2018
Q3 | $86K | Buy |
2,311
+128
| +6% | +$4.68K | ﹤0.01% | 644 |
|
|
2018
Q2 | $78K | Buy |
2,183
+2,059
| +1,660% | +$70.5K | ﹤0.01% | 561 |
|
|
2018
Q1 | $4K | Sell |
124
-392
| -76% | -$12.6K | ﹤0.01% | 1045 |
|
|
2017
Q4 | $16K | Buy |
+516
| New | +$16.8K | ﹤0.01% | 747 |
|
|
2017
Q2 | – | Sell |
-211
| Closed | -$7K | – | 1226 |
|
|
2017
Q1 | $7K | Sell |
211
-172
| -45% | -$5.31K | ﹤0.01% | 813 |
|
|
2016
Q4 | $12K | Buy |
383
+73
| +24% | +$2.34K | ﹤0.01% | 696 |
|
|
2016
Q3 | $10K | Buy |
310
+195
| +170% | +$6.63K | ﹤0.01% | 698 |
|
|
2016
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 654 |
|
|
2016
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 619 |
|
|
2015
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 545 |
|
|
2015
Q3 | $4K | Buy |
+115
| New | +$3.76K | ﹤0.01% | 519 |
|
|
2014
Q1 | – | Sell |
-115
| Closed | -$4K | – | 269 |
|
|
2013
Q4 | $4K | Sell |
115
-300
| -72% | -$10.6K | ﹤0.01% | 546 |
|
|
2013
Q3 | $15K | Buy |
+415
| New | +$15.6K | ﹤0.01% | 292 |
|
Other funds holding FE
Carson Wealth (CWM LLC)'s FE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its FirstEnergy (FE) stake by 42% in Q1 2026, buying an estimated $471K and bringing the position to 33,040 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1278.
Carson Wealth (CWM LLC) first reported a position in FE in Q3 2013 and has held it in 42 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.
- Carson Wealth (CWM LLC) held 33,040 shares of FirstEnergy worth $1.67M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 9,720 FirstEnergy shares in Q1 2026, an estimated $471K.
- FirstEnergy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1278 holding.
- Carson Wealth (CWM LLC) first reported a position in FirstEnergy in Q3 2013 and has held it in 42 quarters since.
- 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.