Position in FE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,033,721
-$393,405 QoQ
Shares Held
84,849
-2.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#213
of 922 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $434,288,808 across 15 Utilities - Regulated Electric names. FE ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
694,109 | $79,725,359 | |
| 2 | AEP |
American Electric Power Co Inc
|
480,647 | $65,757,316 | |
| 3 | LNT |
Alliant Energy Corp
|
779,402 | $59,460,578 | |
| 4 | XEL |
Xcel Energy Inc
|
719,761 | $57,796,808 | |
| 5 | SO |
Southern Co
|
590,329 | $56,500,388 | |
| 6 | DTE |
Dte Energy Co
|
359,714 | $54,809,622 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,018,398 | $44,850,247 | |
| 8 | FE |
Firstenergy Corp
This page
|
84,849 | $4,033,721 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,033,721 | 84,849 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,427,126 | 87,389 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,406,666 | 98,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,274,752 | 115,119 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,621,862 | 189,316 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $45,365,467 | 1,122,352 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,254,255 | 1,112,475 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $48,650,530 | 1,096,968 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $41,667,227 | 1,088,770 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $41,101,643 | 1,064,258 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,994,350 | 1,036,398 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $34,565,789 | 1,011,287 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,305,709 | 959,509 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $37,904,291 | 946,188 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $39,502,195 | 941,874 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,294,856 | 926,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,261,138 | 918,498 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $41,037,912 | 894,852 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $36,887,085 | 886,922 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $31,192,362 | 875,698 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $31,950,813 | 858,662 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $28,658,935 | 826,144 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,642,857 | 772,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,846,304 | 691,268 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,573,160 | 659,442 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $25,836,134 | 644,775 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||