Sigma Planning Corp

Position in FE — Firstenergy Corp

CIK 1449126 ANN ARBOR, MI

Position in FE

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

Position Value

$1,801,195

-$139,741 QoQ

Shares Held

37,888

-1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#311

of 922 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. FE ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,356	$9,949,256
2	DTE	Dte Energy Co	47,200	$7,191,864
3	DUK	Duke Energy CORP	40,177	$5,085,604
4	SO	Southern Co	40,567	$3,882,667
5	CMS	Cms Energy Corp	39,672	$3,034,908
6	AEP	American Electric Power Co Inc	18,080	$2,473,524
7	EIX	Edison International	28,634	$2,131,801
8	FE	Firstenergy Corp This page	37,888	$1,801,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,801,195	37,888	-1.1%	Shares	Sole	2026-08-07
2026-03-31	$1,940,936	38,313	-5.9%	Shares	Sole	2026-05-04
2025-12-31	$1,822,049	40,698	-0.3%	Shares	Sole	2026-01-30
2025-09-30	$1,870,143	40,815	-1.3%	Shares	Sole	2025-11-10
2025-06-30	$1,664,388	41,341	-1.0%	Shares	Sole	2025-08-05
2025-03-31	$1,688,262	41,768	-1.0%	Shares	Sole	2025-05-02
2024-12-31	$1,678,397	42,192	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$1,872,501	42,221	-3.8%	Shares	Sole	2024-11-04
2024-06-30	$1,678,866	43,869	+0.8%	Shares	Sole	2024-08-06
2024-03-31	$1,680,742	43,520	+124.2%	Shares	Sole	2024-05-02
2023-12-31	$711,680	19,413	-57.7%	Shares	Sole	2024-02-01
2023-09-30	$1,567,699	45,866	-2.5%	Shares	Sole	2023-11-06
2023-06-30	$1,829,031	47,043	-3.4%	Shares	Sole	2023-08-02
2023-03-31	$1,951,723	48,720	-0.6%	Shares	Sole	2023-05-08
2022-12-31	$2,056,066	49,024	+0.2%	Shares	Sole	2023-01-24
2022-09-30	$1,810,003	48,919	-2.7%	Shares	Sole	2022-11-10
2022-06-30	$1,929,903	50,271	-10.2%	Shares	Sole	2022-08-11
2022-03-31	$2,567,655	55,989	-2.9%	Shares	Sole	2022-04-20
2021-12-31	$2,398,952	57,681	-1.3%	Shares	Sole	2022-02-02
2021-09-30	$2,082,238	58,457	+2.2%	Shares	Sole	2021-10-28
2021-06-30	$2,128,114	57,192	+8.6%	Shares	Sole	2021-08-13
2021-03-31	$1,827,503	52,681	-10.7%	Shares	Sole	2021-05-06
2020-12-31	$1,806,387	59,013	+41.2%	Shares	Sole	2021-02-09
2020-09-30	$1,199,676	41,786	+173.6%	Shares	Sole	2020-11-03
2020-06-30	$592,209	15,271	+21.9%	Shares	Sole	2020-07-31
2020-03-31	$501,996	12,528	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.