Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,836,993
-$107,489 QoQ
Shares Held
38,641
+0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#306
of 923 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. FE ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,566 | $5,261,424 | |
| 2 | SO |
Southern Co
|
28,072 | $2,686,771 | |
| 3 | FE |
Firstenergy Corp
This page
|
38,641 | $1,836,993 | |
| 4 | NEE |
Nextera Energy Inc
|
10,689 | $938,173 | |
| 5 | D |
Dominion Energy, Inc
|
12,556 | $857,449 | |
| 6 | ES |
Eversource Energy
|
9,335 | $674,640 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,071 | $420,143 | |
| 8 | ED |
Consolidated Edison Inc
|
3,075 | $340,187 |
All Filings in FE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,836,993 | 38,641 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,944,482 | 38,383 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,258,753 | 28,116 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||