Position in FE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$247,160
-$62,727 QoQ
Shares Held
5,199
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#615
of 923 holders
Holding Since
Jun 2020
5 quarters on record
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FDx Advisors, Inc. holds $1,898,075 across 6 Utilities - Regulated Electric names. FE ranks #4 (13.0% of the industry book) .
All Filings in FE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,160 | 5,199 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $309,887 | 6,117 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $210,284 | 4,697 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $215,216 | 4,697 | Shares | Sole | 2025-11-04 | |
| 2020-06-30 | $560,448 | 14,452 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||