Ownership history in BALANCED WEALTH GROUP LLC · 9 quarters on record
This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in FIRSTENERGY CORP (FE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 28,261 | +271 | +1.0% | 0.48% | $1.3M | $44.35 |
| 2025 Q3 | UNCHANGED | 27,990 | — | 0% | 0.50% | $1.1M | $44.95 |
| 2025 Q2 | REDUCED | 27,990 | -88 | -0.3% | 0.52% | $1.2M | $39.09 |
| 2025 Q1 | ADDED | 28,078 | +1,087 | +4.0% | 0.55% | $1.1M | $38.84 |
| 2024 Q4 | ADDED | 26,991 | +250 | +0.9% | 0.48% | $1.1M | $37.82 |
| 2024 Q3 | ADDED | 26,741 | +241 | +0.9% | 0.52% | $1.2M | $41.73 |
| 2024 Q2 | ADDED | 26,500 | +264 | +1.0% | 0.46% | $1.0M | $35.65 |
| 2024 Q1 | ADDED | 26,236 | +4,775 | +22.2% | 0.47% | $1.0M | $35.58 |
| 2023 Q4 | INITIATED | 21,461 | — | — | 0.41% | $787K | — |
As of 2025 Q4 — sorted by position size