Total Wealth Planning & Management’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
9,200
+300
+3% +$12.1K 0.3% 118
2025
Q1
$360K Buy
+8,900
New +$360K 0.34% 98