Position in FE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,642
-$961 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#788
of 923 holders
Holding Since
Mar 2020
26 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, 2026SRH ADVISORS, LLC holds $1,500,280 across 7 Utilities - Regulated Electric names. FE ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,592 | $1,205,180 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,000 | $136,810 | |
| 3 | EVRG |
Evergy, Inc.
|
1,196 | $103,370 | |
| 4 | EXC |
Exelon Corp
|
340 | $15,850 | |
| 5 | FE |
Firstenergy Corp
This page
|
308 | $14,642 | |
| 6 | DUK |
Duke Energy CORP
|
100 | $12,658 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
110 | $11,770 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,642 | 308 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,603 | 308 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,789 | 308 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,112 | 308 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,400 | 308 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,449 | 308 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,252 | 308 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,659 | 308 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,787 | 308 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,894 | 308 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,291 | 308 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,527 | 308 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $11,975 | 308 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $12,338 | 308 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $12,917 | 308 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,396 | 308 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $11,824 | 308 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $14,124 | 308 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,809 | 308 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,970 | 308 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $11,460 | 308 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $10,684 | 308 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,427 | 308 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $8,842 | 308 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $11,944 | 308 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $12,341 | 308 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||