Position in FE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$475,637
-$57,356 QoQ
Shares Held
10,005
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#492
of 922 holders
Holding Since
Sep 2025
4 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, 2026Retirement Planning Group, LLC holds $11,889,618 across 11 Utilities - Regulated Electric names. FE ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
31,992 | $4,049,547 | |
| 2 | SO |
Southern Co
|
25,513 | $2,441,849 | |
| 3 | EVRG |
Evergy, Inc.
|
23,713 | $2,049,514 | |
| 4 | NEE |
Nextera Energy Inc
|
7,493 | $657,660 | |
| 5 | PPL |
PPL Corp
|
16,603 | $603,519 | |
| 6 | ED |
Consolidated Edison Inc
|
4,354 | $481,683 | |
| 7 | FE |
Firstenergy Corp
This page
|
10,005 | $475,637 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,458 | $361,811 |
All Filings in FE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,637 | 10,005 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $532,993 | 10,521 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $499,767 | 11,163 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $469,746 | 10,252 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||