FIRST FOUNDATION ADVISORS

Endowment

Position in FE — Firstenergy Corp

CIK 1086763 Irvine, CA

Position in FE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$314,095

-$20,412 QoQ

Shares Held

6,607

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#564

of 923 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. FE ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,644	$5,410,493
2	SO	Southern Co	6,365	$609,194
3	EXC	Exelon Corp	10,108	$471,234
4	DUK	Duke Energy CORP	2,790	$353,157
5	FE	Firstenergy Corp This page	6,607	$314,095
6	WEC	Wec Energy Group, Inc.	2,367	$276,393
7	IMSR	Terrestrial Energy Inc. /DE/	10,000	$70,800

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,095	6,607	+0.1%	Shares	Defined	2026-08-14
2026-03-31	$334,507	6,603	+0.2%	Shares	Defined	2026-05-04
2025-12-31	$295,078	6,591	0.0%	Shares	Defined	2026-02-04
2025-09-30	$301,999	6,591	0.0%	Shares	Sole	2025-11-17
2025-06-30	$265,353	6,591	+11.3%	Shares	Sole	2025-08-14
2025-03-31	$239,447	5,924	0.0%	Shares	Sole	2025-05-08
2024-12-31	$235,656	5,924	0.0%	Shares	Sole	2025-02-13
2024-09-30	$262,728	5,924	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$228,432	5,969	+0.8%	Shares	Sole	2024-08-06
2024-03-31	$228,784	5,924	0.0%	Shares	Sole	2024-05-10
2023-12-31	$217,173	5,924	-53.2%	Shares	Sole	2024-02-14
2023-09-30	$432,274	12,647	-1.6%	Shares	Defined	2023-11-15
2023-06-30	$499,957	12,859	+1.6%	Shares	Defined	2023-08-14
2023-03-31	$507,038	12,657	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$531,295	12,668	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$464,905	12,565	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$479,951	12,502	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.