Position in FE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,533,319
-$745,149 QoQ
Shares Held
95,358
-8.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#202
of 923 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. FE ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
This page
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in FE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,533,319 | 95,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,278,468 | 104,194 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,360,418 | 97,396 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,622,733 | 100,889 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,785,285 | 94,021 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,046,890 | 100,121 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,585,331 | 90,129 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,378,010 | 98,715 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $3,606,412 | 93,382 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,257,570 | 88,859 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,743,333 | 168,032 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,941,544 | 75,657 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,933,032 | 73,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,574,738 | 61,391 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,352,497 | 63,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,528,710 | 65,869 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,462,613 | 75,504 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,152,854 | 75,808 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,557,658 | 71,804 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,513,200 | 67,541 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,126,080 | 61,288 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,494,257 | 48,816 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||