Position in FE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$373,616
-$24,520 QoQ
Shares Held
7,859
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#528
of 923 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026One Wealth Advisors, LLC holds $1,165,780 across 4 Utilities - Regulated Electric names. FE ranks #1 (32.0% of the industry book) .
All Filings in FE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,616 | 7,859 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $398,136 | 7,859 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $345,848 | 7,725 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $353,959 | 7,725 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $245,062 | 6,087 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $246,036 | 6,087 | Shares | Sole | 2025-05-06 | |
| 2022-12-31 | $80,147 | 1,911 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||