LPL Financial LLC

Position in FE — Firstenergy Corp

CIK 1403438 FORT MILL, SC

Position in FE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$82,134,144

+$4,410,762 QoQ

Shares Held

1,727,685

+12.6% QoQ

Ownership

0.299%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#41

of 929 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $2,404,136,978 across 37 Utilities - Regulated Electric names. FE ranks #10 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,176,321	$366,555,694
2	DUK	Duke Energy CORP	2,563,597	$324,500,108
3	SO	Southern Co	3,203,334	$306,591,097
4	AEP	American Electric Power Co Inc	1,197,999	$163,898,243
5	WEC	Wec Energy Group, Inc.	1,340,850	$156,571,054
6	XEL	Xcel Energy Inc	1,526,598	$122,585,819
7	PEG	Public Service Enterprise Group Inc	1,172,859	$95,189,236
8	ED	Consolidated Edison Inc	846,852	$93,687,236

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,134,144	1,727,685	+12.6%	Shares	Sole	2026-08-07
2026-03-31	$77,723,382	1,534,216	+26.6%	Shares	Sole	2026-05-06
2025-12-31	$54,274,223	1,212,290	+1.6%	Shares	Sole	2026-02-11
2025-09-30	$54,681,267	1,193,393	+15.3%	Shares	Sole	2025-11-12
2025-06-30	$41,660,323	1,034,782	+86.2%	Shares	Sole	2025-08-12
2025-03-31	$22,457,796	555,611	+94.6%	Shares	Sole	2025-05-07
2024-12-31	$11,360,292	285,578	+7.6%	Shares	Sole	2025-02-11
2024-09-30	$11,775,235	265,507	-1.1%	Shares	Sole	2024-11-08
2024-06-30	$10,274,729	268,480	+4.0%	Shares	Sole	2024-08-07
2024-03-31	$9,969,289	258,138	+15.4%	Shares	Sole	2024-05-10
2023-12-31	$8,201,831	223,727	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$7,780,393	227,630	+5.3%	Shares	Sole	2023-11-13
2023-06-30	$8,407,372	216,239	-25.6%	Shares	Sole	2023-07-31
2023-03-31	$11,649,648	290,805	+8.9%	Shares	Sole	2023-05-10
2022-12-31	$11,198,315	267,008	+2.9%	Shares	Sole	2023-02-07
2022-09-30	$9,603,609	259,557	+12.4%	Shares	Sole	2022-11-14
2022-06-30	$8,861,947	230,840	-13.7%	Shares	Sole	2022-08-12
2022-03-31	$12,260,212	267,340	-3.0%	Shares	Sole	2022-05-16
2021-12-31	$11,462,120	275,598	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$10,210,864	286,661	+7.7%	Shares	Sole	2021-11-15
2021-06-30	$9,901,060	266,086	+78.6%	Shares	Sole	2021-08-13
2021-03-31	$5,167,769	148,970	+32.9%	Shares	Sole	2021-05-14
2020-12-31	$3,430,860	112,083	-8.6%	Shares	Sole	2021-02-12
2020-09-30	$3,520,075	122,608	+30.3%	Shares	Sole	2020-11-09
2020-06-30	$3,650,283	94,128	+18.5%	Shares	Sole	2020-08-13
2020-03-31	$3,182,038	79,412	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.