Position in FE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,319,860
-$250,504 QoQ
Shares Held
69,833
-0.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#238
of 920 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. FE ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
This page
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,319,860 | 69,833 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,570,364 | 70,477 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,404,445 | 76,043 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,510,316 | 76,611 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,461,576 | 61,142 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,374,068 | 58,735 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,278,081 | 57,267 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,355,029 | 53,101 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,018,589 | 52,746 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,225,670 | 57,630 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,003,212 | 54,643 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,677,930 | 49,091 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,727,516 | 44,432 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,451,614 | 36,236 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,840,704 | 43,889 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,547,969 | 41,837 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,528,843 | 39,824 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $686,386 | 14,967 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,367,104 | 32,871 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,484,142 | 41,666 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,570,968 | 42,219 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,584,257 | 45,669 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,028,434 | 33,598 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $718,467 | 25,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $866,190 | 22,336 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $750,310 | 18,725 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||