ONSWM
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Old North State Wealth Management’s FirstEnergy FE Stock Holding History

Old North State Wealth Management’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$454K Buy
11,270
+195
+2% +$7.86K 0.24% 75
2025
Q1 		$448K Buy
11,075
+2,165
+24% +$87.6K 0.25% 70
2024
Q4 		$355K Buy
8,910
+1,668
+23% +$66.4K 0.2% 78
2024
Q3 		$322K Buy
+7,242
New +$322K 0.18% 79