Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,837,942
+$60,510 QoQ
Shares Held
59,696
+8.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#252
of 929 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $75,926,920 across 28 Utilities - Regulated Electric names. FE ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
This page
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in FE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,837,942 | 59,696 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,777,432 | 54,825 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,812,600 | 40,487 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,833,209 | 40,009 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $454,332 | 11,285 | Shares | Sole | 2025-08-19 | |
| 2024-03-31 | $272,618 | 7,059 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $247,857 | 6,761 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $333,767 | 9,765 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $318,698 | 8,197 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $607,708 | 15,170 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $729,503 | 17,394 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $641,358 | 17,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $607,789 | 15,832 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,128,200 | 24,601 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,361,071 | 32,726 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,562,078 | 43,854 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,526,836 | 41,033 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $996,885 | 28,737 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $260,093 | 8,497 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $357,438 | 12,450 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $165,407 | 4,128 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||