Skip to main content

Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

FE holding history

Firstenergy Corp in every 13F filed by Cornerstone Wealth Group, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
108,819
Value
$5.17M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of FE by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,819$5.17M0.3%+2,717+2.6%AddedHolders
Q1 2026106,102$5.15M0.3%−447−0.4%ReducedHolders
Q4 2025106,549$4.77M0.3%+1,958+1.9%AddedHolders
Q3 2025104,591$4.79M0.3%+2,235+2.2%AddedHolders
Q2 2025102,356$4.12M0.3%+4,681+4.8%AddedHolders
Q1 202597,675$3.95M0.3%+6,574+7.2%AddedHolders
Q4 202491,101$3.62M0.3%+2,012+2.3%AddedHolders
Q3 202489,089$3.95M0.3%+1,415+1.6%AddedHolders
Q2 202487,674$3.36M0.3%+3,852+4.6%AddedHolders
Q1 202483,822$3.24M0.3%+4,765+6.0%AddedHolders
Q4 202379,057$2.90M0.4%+12,704+19.1%AddedHolders
Q3 202366,353$2.27M0.4%+873+1.3%AddedHolders
Q2 202365,480$2.55M0.5%+1,825+2.9%AddedHolders
Q1 202363,655$2.55M0.5%+1,791+2.9%AddedHolders
Q4 202261,864$2.59M0.5%+61,864NewHolders