Position in FE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$660,758
-$43,365 QoQ
Shares Held
13,899
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#445
of 920 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Smithfield Trust Co holds $8,400,831 across 23 Utilities - Regulated Electric names. FE ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,369 | $3,718,726 | |
| 2 | FE |
Firstenergy Corp
This page
|
13,899 | $660,758 | |
| 3 | SO |
Southern Co
|
6,750 | $646,042 | |
| 4 | D |
Dominion Energy, Inc
|
7,967 | $544,066 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,806 | $444,426 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,932 | $400,281 | |
| 7 | ED |
Consolidated Edison Inc
|
3,417 | $378,022 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,624 | $358,988 |
All Filings in FE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,758 | 13,899 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $704,123 | 13,899 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $622,257 | 13,899 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $451,281 | 9,849 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $396,520 | 9,849 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $398,096 | 9,849 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $391,793 | 9,849 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $436,803 | 9,849 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $376,921 | 9,849 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $380,368 | 9,849 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $361,064 | 9,849 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $336,638 | 9,849 | Shares | Defined | 2023-11-06 | |
| 2023-03-31 | $63,575 | 1,587 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $58 | 1,587 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $64,898 | 1,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $67,335 | 1,754 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $64,479 | 1,406 | Shares | Defined | 2022-05-16 | |
| 2021-03-31 | $128,353 | 3,700 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $128,562 | 4,200 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $149,292 | 5,200 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $221,045 | 5,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $208,364 | 5,200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||