Position in FE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$570
-$37 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#905
of 923 holders
Holding Since
Mar 2023
12 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, 2026Tradewinds Capital Management, LLC holds $1,235,475 across 8 Utilities - Regulated Electric names. FE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,469 | $680,060 | |
| 2 | DUK |
Duke Energy CORP
|
1,835 | $232,274 | |
| 3 | EVRG |
Evergy, Inc.
|
1,800 | $155,574 | |
| 4 | D |
Dominion Energy, Inc
|
1,982 | $135,350 | |
| 5 | AEP |
American Electric Power Co Inc
|
176 | $24,078 | |
| 6 | NEE |
Nextera Energy Inc
|
82 | $7,197 | |
| 7 | FE |
Firstenergy Corp
This page
|
12 | $570 | |
| 8 | EIX |
Edison International
|
5 | $372 |
All Filings in FE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570 | 12 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $607 | 12 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $537 | 12 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $549 | 12 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $483 | 12 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $485 | 12 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $477 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $532 | 12 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $459 | 12 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $463 | 12 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $439 | 12 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $2,684 | 67 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||