Position in FE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,892,472
+$105,441 QoQ
Shares Held
39,808
+12.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#299
of 922 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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. FE ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
This page
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892,472 | 39,808 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,787,031 | 35,275 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,799,485 | 40,194 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,404,703 | 30,657 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $993,777 | 24,684 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,055,689 | 26,118 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $911,797 | 22,921 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,059,122 | 23,881 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $793,451 | 20,733 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $791,478 | 20,494 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $833,611 | 22,739 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $708,312 | 20,723 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $648,868 | 16,689 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $682,502 | 17,037 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $743,176 | 17,720 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $602,175 | 16,275 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $648,637 | 16,896 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $844,557 | 18,416 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $827,599 | 19,899 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $693,485 | 19,469 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $671,566 | 18,048 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $626,501 | 18,060 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $507,421 | 16,577 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $475,782 | 16,572 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $665,930 | 17,172 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $688,041 | 17,171 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||