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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

FE holding history

Firstenergy Corp in every 13F filed by Sutton Wealth Advisors 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 2023 holdings

Shares (Q3 2023)
97
Value
$3.31K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of FE by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202397$3.31K<0.1%−35−26.5%ReducedHolders
Q2 2023132$5.13K<0.1%00.0%UnchangedHolders
Q1 2023132$5.29K<0.1%00.0%UnchangedHolders
Q4 2022132$5.54K<0.1%00.0%UnchangedHolders
Q3 2022132$4.88K<0.1%00.0%UnchangedHolders
Q2 2022132$5.07K<0.1%−17−11.4%ReducedHolders
Q1 2022149$6.83K<0.1%+17+12.9%AddedHolders
Q4 2021132$5.49K<0.1%00.0%UnchangedHolders
Q3 2021132$4.70K<0.1%−20−13.2%ReducedHolders
Q2 2021152$5.66K<0.1%00.0%UnchangedHolders
Q1 2021152$5.27K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.