Position in FE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,277,308
-$434,268 QoQ
Shares Held
47,903
-10.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#272
of 922 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $8,892,073 across 7 Utilities - Regulated Electric names. FE ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
This page
|
47,903 | $2,277,308 | |
| 2 | CNP |
Centerpoint Energy Inc
|
48,638 | $2,142,017 | |
| 3 | ETR |
Entergy Corp /De/
|
15,618 | $1,793,883 | |
| 4 | PPL |
PPL Corp
|
42,247 | $1,535,678 | |
| 5 | NEE |
Nextera Energy Inc
|
5,619 | $493,179 | |
| 6 | NGG |
National Grid PLC
|
4,566 | $378,384 | |
| 7 | SO |
Southern Co
|
2,838 | $271,624 |
All Filings in FE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,308 | 47,903 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,711,576 | 53,525 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,445,068 | 54,614 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,195,098 | 47,907 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,243,872 | 30,896 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,274,119 | 31,522 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,110,259 | 27,910 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $759,405 | 17,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $639,338 | 16,706 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $616,954 | 15,975 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||