Position in FE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,556,189
-$79,330 QoQ
Shares Held
116,874
+5.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#185
of 921 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. FE ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
This page
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,556,189 | 116,874 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,635,519 | 111,242 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,094,216 | 91,450 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,532,056 | 98,910 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,222,732 | 80,048 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,892,706 | 46,826 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $678,169 | 17,048 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $485,588 | 10,949 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $404,399 | 10,567 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $409,526 | 10,604 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $395,451 | 10,787 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $466,317 | 13,643 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $631,527 | 16,243 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $638,516 | 15,939 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $606,829 | 14,469 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $350,316 | 9,468 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $33,399 | 870 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $55,995 | 1,221 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $46,497 | 1,118 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $40,749 | 1,144 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $44,019 | 1,183 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $48,392 | 1,395 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $94,309 | 3,081 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,725,471 | 60,100 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,569,349 | 92,041 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $3,661,716 | 91,383 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||