Position in FE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,245,613
+$2,818,391 QoQ
Shares Held
636,214
+17.5% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALPS ADVISORS INC holds $261,847,125 across 31 Utilities - Regulated Electric names. FE ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
473,785 | $32,354,777 | |
| 2 | EIX |
Edison International
|
429,384 | $31,967,638 | |
| 3 | ES |
Eversource Energy
|
441,320 | $31,894,196 | |
| 4 | EVRG |
Evergy, Inc.
|
352,276 | $30,447,214 | |
| 5 | FE |
Firstenergy Corp
This page
|
636,214 | $30,245,613 | |
| 6 | NEE |
Nextera Energy Inc
|
120,963 | $10,616,922 | |
| 7 | DUK |
Duke Energy CORP
|
62,696 | $7,936,059 | |
| 8 | SO |
Southern Co
|
77,977 | $7,463,178 |
All Filings in FE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,245,613 | 636,214 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $27,427,222 | 541,398 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $26,532,716 | 592,645 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $26,581,831 | 580,136 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $23,887,908 | 593,341 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $24,514,730 | 606,500 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $23,930,852 | 601,580 | Shares | Defined | 2025-02-13 | |
| 2022-09-30 | $21,991,135 | 594,355 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,628,008 | 615,473 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,220,798 | 549,952 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,398,981 | 586,655 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,836,983 | 613,054 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,120,563 | 648,228 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,960,964 | 661,890 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $20,753,580 | 678,000 | Shares | Defined | 2021-02-03 | |
| 2020-03-31 | $224,552 | 5,604 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||