Ownership history in Integrated Wealth Concepts LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts 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 | ADDED | 10,389 | +1,691 | +19.4% | 0.00% | $476K | $44.95 |
| 2025 Q2 | ADDED | 8,698 | +1,544 | +21.6% | 0.00% | $350K | $39.09 |
| 2025 Q1 | REDUCED | 7,154 | -557 | -7.2% | 0.00% | $289K | $38.84 |
| 2024 Q3 | ADDED | 7,711 | +970 | +14.4% | 0.00% | $342K | $41.73 |
| 2024 Q2 | ADDED | 6,741 | +386 | +6.1% | 0.00% | $258K | $35.65 |
| 2024 Q1 | ADDED | 6,355 | +382 | +6.4% | 0.00% | $245K | $35.58 |
| 2023 Q4 | ADDED | 5,973 | +70 | +1.2% | 0.00% | $219K | $33.40 |
| 2023 Q3 | ADDED | 5,903 | +84 | +1.4% | 0.00% | $202K | $30.79 |
| 2023 Q2 | ADDED | 5,819 | +808 | +16.1% | 0.00% | $226K | $34.66 |
| 2023 Q1 | INITIATED | 5,011 | — | — | 0.00% | $201K | $35.35 |
As of 2025 Q4 — sorted by position size