Position in FE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$216,972
+$1,516 QoQ
Shares Held
4,564
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#643
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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. FE ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
This page
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,972 | 4,564 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $215,456 | 4,253 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $191,302 | 4,273 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $191,115 | 4,171 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $84,304 | 2,094 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $84,316 | 2,086 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $80,156 | 2,015 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $105,153 | 2,371 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $88,977 | 2,325 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $89,791 | 2,325 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $85,234 | 2,325 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $82,544 | 2,415 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $96,694 | 2,487 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $89,934 | 2,245 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $94,113 | 2,244 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $83,472 | 2,256 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $57,892 | 1,508 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $69,707 | 1,520 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $66,502 | 1,599 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $43,207 | 1,213 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $44,689 | 1,201 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $58,591 | 1,689 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $51,271 | 1,675 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $47,601 | 1,658 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $63,715 | 1,643 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $45,359 | 1,132 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||