Lido Advisors, LLC

Position in FE — Firstenergy Corp

CIK 1650150 Los Angeles, CA

Position in FE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,632,012

+$3,899,064 QoQ

Shares Held

97,434

+573.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#200

of 921 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. FE ranks #8 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	330,323	$28,992,448
2	SO	Southern Co	163,484	$15,647,052
3	DUK	Duke Energy CORP	95,906	$12,139,779
4	AEP	American Electric Power Co Inc	74,857	$10,241,183
5	D	Dominion Energy, Inc	102,192	$6,978,690
6	DTE	Dte Energy Co	44,847	$6,833,336
7	ED	Consolidated Edison Inc	56,499	$6,250,484
8	FE	Firstenergy Corp This page	97,434	$4,632,012

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,632,012	97,434	+573.4%	Shares	Sole	2026-08-07
2026-03-31	$732,948	14,468	+31.3%	Shares	Sole	2026-05-13
2025-12-31	$493,410	11,021	+1.2%	Shares	Sole	2026-02-10
2025-09-30	$499,163	10,894	+19.5%	Shares	Sole	2025-11-14
2025-06-30	$366,888	9,113	+5.5%	Shares	Defined	2025-08-13
2025-03-31	$349,026	8,635	-11.1%	Shares	Defined	2025-05-15
2024-12-31	$386,502	9,716	+1.1%	Shares	Defined	2025-02-14
2024-09-30	$426,424	9,615	-10.8%	Shares	Sole	2024-11-14
2024-06-30	$412,358	10,775	-31.1%	Shares	Sole	2024-08-15
2024-03-31	$604,132	15,643	+104.6%	Shares	Sole	2024-05-15
2023-12-31	$280,265	7,645	+10.1%	Shares	Sole	2024-02-14
2023-09-30	$237,277	6,942	-20.5%	Shares	Sole	2023-11-14
2023-06-30	$339,421	8,730	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.