Position in D
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,159,866
New position
Shares Held
18,762
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026F/m Investments LLC holds $9,889,357 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,649 | $3,655,532 | |
| 2 | ETR |
Entergy Corp /De/
|
25,634 | $2,944,321 | |
| 3 | FE |
Firstenergy Corp
|
24,196 | $1,150,277 | |
| 4 | PPL |
PPL Corp
|
21,001 | $763,386 | |
| 5 | OGE |
Oge Energy Corp.
|
11,581 | $563,531 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,401 | $397,134 | |
| 7 | DUK |
Duke Energy CORP
|
1,695 | $214,553 | |
| 8 | IDA |
Idacorp Inc
|
1,326 | $200,623 |
All Filings in D
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,159,866 | 18,762 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||