AE Wealth Management LLC

Position in FE — Firstenergy Corp

CIK 1697723 TOPEKA, KS

Position in FE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$23,470,093

+$6,412,884 QoQ

Shares Held

463,287

+21.6% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. FE ranks #7 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	338,993	$44,435,168
2	D	Dominion Energy, Inc	522,867	$32,323,605
3	ES	Eversource Energy	380,321	$26,348,611
4	EIX	Edison International	348,792	$25,524,573
5	EXC	Exelon Corp	501,219	$24,569,720
6	WEC	Wec Energy Group, Inc.	203,445	$23,552,796
7	FE	Firstenergy Corp This page	463,287	$23,470,093
8	CMS	Cms Energy Corp	290,135	$22,508,643

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,470,093	463,287	+21.6%	Shares	Other	2026-05-13
2025-12-31	$17,057,209	380,997	+1.8%	Shares	Other	2026-01-26
2025-09-30	$17,155,393	374,409	+8.0%	Shares	Other	2025-11-03
2025-06-30	$13,962,390	346,806	+8.3%	Shares	Other	2025-08-06
2025-03-31	$12,945,940	320,286	+22.8%	Shares	Other	2025-05-06
2024-12-31	$10,372,418	260,745	+7.4%	Shares	Other	2025-02-13
2024-09-30	$10,770,208	242,846	-2.0%	Shares	Other	2024-11-14
2024-06-30	$9,478,818	247,683	+1.7%	Shares	Other	2024-08-12
2024-03-31	$9,402,222	243,455	-14.1%	Shares	Other	2024-05-15
2023-12-31	$10,387,904	283,358	-20.7%	Shares	Sole	2024-02-14
2023-09-30	$12,220,751	357,541	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$13,936,885	358,459	-0.6%	Shares	Sole	2023-07-10
2023-03-31	$14,449,081	360,686	+18.3%	Shares	Sole	2023-04-14
2022-12-31	$12,789,015	304,936	+26.0%	Shares	Sole	2023-01-31
2022-09-30	$8,951,299	241,927	+19.1%	Shares	Sole	2022-10-25
2022-06-30	$7,797,124	203,103	+49.6%	Shares	Sole	2022-08-03
2022-03-31	$6,224,531	135,729	+15.7%	Shares	Sole	2022-04-18
2021-12-31	$4,876,884	117,261	+10.7%	Shares	Sole	2022-01-20
2021-09-30	$3,774,045	105,953	+19.5%	Shares	Sole	2021-11-01
2021-06-30	$3,300,415	88,697	+47.4%	Shares	Sole	2021-07-21
2021-03-31	$2,087,678	60,181	+14.6%	Shares	Sole	2021-04-27
2020-12-31	$1,607,882	52,528	+14.3%	Shares	Sole	2021-02-01
2020-09-30	$1,319,052	45,944	+44.5%	Shares	Sole	2020-11-06
2020-06-30	$1,232,777	31,789	+236.9%	Shares	Sole	2020-08-05
2020-03-31	$378,060	9,435	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.