Cornerstone Wealth Group, LLC

Position in FE — Firstenergy Corp

CIK 1774879 HUNTERSVILLE, NC

Position in FE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,173,255

-$201,872 QoQ

Shares Held

108,819

+2.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#194

of 923 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. FE ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	108,936	$10,426,264
2	NEE	Nextera Energy Inc	74,394	$6,529,561
3	FE	Firstenergy Corp This page	108,819	$5,173,255
4	DUK	Duke Energy CORP	23,276	$2,946,276
5	D	Dominion Energy, Inc	16,549	$1,130,131
6	AEP	American Electric Power Co Inc	4,139	$566,256
7	ED	Consolidated Edison Inc	3,536	$391,187
8	EXC	Exelon Corp	6,153	$286,852

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,173,255	108,819	+2.6%	Shares	Sole	2026-07-27
2026-03-31	$5,375,127	106,102	-0.4%	Shares	Sole	2026-04-22
2025-12-31	$4,770,198	106,549	+1.9%	Shares	Sole	2026-01-26
2025-09-30	$4,792,359	104,591	+2.2%	Shares	Sole	2025-10-30
2025-06-30	$4,120,852	102,356	+4.8%	Shares	Sole	2025-07-28
2025-03-31	$3,948,023	97,675	+7.2%	Shares	Sole	2025-04-23
2024-12-31	$3,623,997	91,101	+2.3%	Shares	Sole	2025-01-22
2024-09-30	$3,951,097	89,089	+1.6%	Shares	Sole	2024-10-25
2024-06-30	$3,355,283	87,674	+4.6%	Shares	Sole	2024-07-24
2024-03-31	$3,237,205	83,822	+6.0%	Shares	Sole	2024-04-17
2023-12-31	$2,898,229	79,057	+19.1%	Shares	Sole	2024-02-13
2023-09-30	$2,267,945	66,353	+1.3%	Shares	Sole	2023-10-18
2023-06-30	$2,545,862	65,480	+2.9%	Shares	Sole	2023-08-02
2023-03-31	$2,550,019	63,655	+2.9%	Shares	Sole	2023-04-25
2022-12-31	$2,594,576	61,864	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.