Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,196,019
-$106,354 QoQ
Shares Held
67,228
+3.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#240
of 921 holders
Holding Since
Jun 2022
17 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. FE ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
This page
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in FE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,196,019 | 67,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,302,373 | 65,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,748,251 | 61,386 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,868,698 | 62,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,367,932 | 58,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,032,398 | 50,282 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,874,075 | 47,111 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,728,186 | 38,967 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,396,548 | 36,492 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,393,795 | 36,090 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,433,112 | 39,092 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,371,028 | 40,112 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,459,866 | 37,548 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,543,351 | 38,526 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,588,141 | 37,867 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,396,565 | 37,745 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,436 | 350 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||