FSM Wealth Advisors’s FirstEnergy FE Stock Holding History

FSM Wealth Advisors’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$802K	Buy	16,864 +150	+0.9%	+$7.12K	0.09%	127
2026 Q1	$847K	Buy	16,714 +50	+0.3%	+$2.42K	0.11%	108
2025 Q4	$746K	Buy	16,664 +3,561	+27%	+$164K	0.1%	115
2025 Q3	$600K	Buy	13,103 +38	+0.3%	+$1.62K	0.08%	148
2025 Q2	$521K	Buy	13,065 +4,054	+45%	+$167K	0.08%	148
2025 Q1	$364K	Sell	9,011 -17	-0.2%	-$677	0.08%	139
2024 Q4	$362K	Buy	9,028 +144	+2%	+$6.02K	0.09%	122
2024 Q3	$394K	Buy	8,884 +42	+0.5%	+$1.77K	0.1%	114
2024 Q2	$338K	Sell	8,842 -928	-9%	-$36K	0.11%	106
2024 Q1	$377K	Hold	9,770	–	–	0.13%	105
2023 Q4	$358K	Buy	9,770 +929	+11%	+$33.6K	0.15%	103
2023 Q3	$302K	Sell	8,841 -10	-0.1%	-$372	0.15%	107
2023 Q2	$344K	Buy	8,851 +248	+3%	+$9.73K	0.17%	104
2023 Q1	$345K	Hold	8,603	–	–	0.2%	101
2022 Q4	$361K	Buy	8,603 +460	+6%	+$18K	0.26%	86
2022 Q3	$301K	Buy	+8,143	New	+$322K	0.25%	98

Other funds holding FE

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return