Wealthquest Corp FE Holdings History
Number of Shares
1.32 Mil
Current Holdings Value*
$108.04 Mil
% of Portfolio
9.02%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
3.44%
Wealthquest Corp's FirstEnergy Corp Holding Summary
As of 2025-03-31, Wealthquest Corp held 1.32 Mil shares of FirstEnergy Corp(FE), totaling $108.04 Mil. This investment constitutes 9.02% of their stock portfolio, and Wealthquest Corp now holds 0.23% of the outstanding FirstEnergy Corp(FE) stock.
The initial trade took place in 2025Q1. And since then Wealthquest Corp has made 1 purchases of FE, at an average price of $39.82, for a total of 1.32 Mil shares. Based on historical transaction data and FE's current price of $41.19, Wealthquest Corp's estimated gain on his FE holdings is $1.80 Mil, reflecting a 3.44% gain to date.
Wealthquest Corp FE ($41.19) Holding Chart
Wealthquest Corp FE ($41.19) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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