Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
FE holding history
Firstenergy Corp in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FE overviewAll 13F holders of FEFull Q3 2025 holdings
- Shares (Q3 2025)
- 4,704
- Value
- $215.5K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 4,704 | $215.5K | <0.1% | +4,704 | New | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 5,745 | $228.5K | <0.1% | −367−6.0% | Reduced | Holders |
| Q3 2024 | 6,112 | $271.1K | <0.1% | +95+1.6% | Added | Holders |
| Q2 2024 | 6,017 | $230.3K | <0.1% | −556−8.5% | Reduced | Holders |
| Q1 2024 | 6,573 | $253.8K | <0.1% | −910−12.2% | Reduced | Holders |
| Q4 2023 | 7,483 | $274.3K | <0.1% | +7,483 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −5,305−100.0% | Sold out | Holders |
| Q2 2023 | 5,305 | $206.3K | <0.1% | +5,305 | New | Holders |