Position in FE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$428,525
-$27,870 QoQ
Shares Held
9,014
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#505
of 923 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bedel Financial Consulting, Inc. holds $3,696,670 across 8 Utilities - Regulated Electric names. FE ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,182 | $805,904 | |
| 2 | DUK |
Duke Energy CORP
|
4,834 | $611,887 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 4 | SO |
Southern Co
|
4,539 | $434,427 | |
| 5 | FE |
Firstenergy Corp
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|
9,014 | $428,525 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,690 | $394,830 | |
| 7 | EVRG |
Evergy, Inc.
|
3,022 | $261,191 | |
| 8 | EXC |
Exelon Corp
|
4,952 | $230,862 |
All Filings in FE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,525 | 9,014 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $456,395 | 9,009 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $376,650 | 8,413 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $385,117 | 8,405 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $338,063 | 8,397 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $339,042 | 8,388 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $303,561 | 7,631 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $338,080 | 7,623 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,464 | 7,616 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $293,782 | 7,607 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $278,579 | 7,599 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $259,494 | 7,592 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $294,865 | 7,584 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $288,592 | 7,204 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $272,232 | 6,491 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $200,281 | 5,413 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $69,477 | 1,515 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $54,274 | 1,305 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $46,199 | 1,297 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $48,000 | 1,290 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $44,507 | 1,283 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,120 | 690 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||