Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, 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 Q3 | REDUCED | 5,503 | -2,145 | -28.0% | 0.01% | $253K | $44.95 |
| 2025 Q2 | REDUCED | 7,648 | -464 | -5.7% | 0.02% | $334K | $39.09 |
| 2025 Q1 | REDUCED | 8,112 | -7,081 | -46.6% | 0.03% | $349K | $38.84 |
| 2024 Q4 | REDUCED | 15,193 | -4,018 | -20.9% | 0.05% | $588K | $37.82 |
| 2024 Q3 | REDUCED | 19,211 | -3,212 | -14.3% | 0.08% | $850K | $41.73 |
| 2024 Q2 | INITIATED | 22,423 | — | — | 0.12% | $939K | — |
As of 2025 Q4 — sorted by position size