Strategic Wealth Partners, Ltd.

Position in FE — Firstenergy Corp

CIK 1720777 INDEPENDENCE, OH

Position in FE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$85,049

-$19,513 QoQ

Shares Held

1,789

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#689

of 922 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. FE ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	158,209	$13,886,003
2	ETR	Entergy Corp /De/	8,321	$955,750
3	DUK	Duke Energy CORP	4,187	$529,990
4	AEP	American Electric Power Co Inc	3,346	$457,766
5	SO	Southern Co	4,109	$393,272
6	PEG	Public Service Enterprise Group Inc	4,779	$387,863
7	FE	Firstenergy Corp This page	1,789	$85,049
8	EVRG	Evergy, Inc.	877	$75,799

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,049	1,789	-13.3%	Shares	Sole	2026-08-12
2026-03-31	$104,562	2,064	0.0%	Shares	Sole	2026-05-12
2025-12-31	$92,405	2,064	+15.4%	Shares	Sole	2026-05-12
2025-09-30	$81,971	1,789	0.0%	Shares	Sole	2025-11-14
2025-06-30	$72,025	1,789	-72.8%	Shares	Sole	2025-08-11
2023-12-31	$241,186	6,579	-84.7%	Shares	Sole	2024-05-20
2023-09-30	$1,471,175	43,042	-14.3%	Shares	Sole	2024-05-20
2023-06-30	$1,953,331	50,240	-0.0%	Shares	Sole	2024-05-20
2023-03-31	$2,012,974	50,249	+43.0%	Shares	Sole	2023-04-24
2022-12-31	$1,474,149	35,149	-39.5%	Shares	Sole	2023-04-24
2022-09-30	$2,150,292	58,116	-0.3%	Shares	Sole	2023-04-24
2022-06-30	$2,238,712	58,315	—	Shares	Sole	2022-08-22
No filing history on record for this holder in this stock.