Position in FE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,877,956
-$739,974 QoQ
Shares Held
207,782
-0.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#139
of 921 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. FE ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
This page
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in FE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,877,956 | 207,782 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,617,930 | 209,592 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,523,250 | 212,715 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,111,557 | 220,680 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,693,824 | 215,942 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,214,071 | 203,218 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,877,394 | 198,024 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,149,094 | 206,293 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,802,257 | 203,874 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,397,506 | 191,546 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,721,684 | 183,352 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,038,995 | 205,939 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,038,206 | 206,744 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,308,906 | 182,449 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,625,740 | 181,825 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||