Position in FE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,792,733
-$210,363 QoQ
Shares Held
37,710
-4.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#313
of 920 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. FE ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
This page
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,733 | 37,710 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,003,096 | 39,540 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,798,634 | 40,175 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,837,427 | 40,101 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,639,387 | 40,720 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,649,661 | 40,813 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,848,735 | 46,474 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,036,285 | 45,914 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,628,618 | 42,556 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,664,753 | 43,106 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,470,285 | 40,106 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,167,930 | 34,170 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,508,310 | 38,794 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,369,771 | 34,193 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,399,915 | 33,379 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,068,560 | 28,880 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,016,375 | 26,475 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,134,897 | 24,747 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,021,699 | 24,566 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $847,150 | 23,783 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $839,866 | 22,571 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $784,063 | 22,602 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $679,848 | 22,210 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $730,669 | 25,450 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,046,637 | 233,281 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $8,975,880 | 224,005 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||