Position in FE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,787,361
+$8,334 QoQ
Shares Held
37,597
+7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#314
of 923 holders
Holding Since
Mar 2025
6 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. FE ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
This page
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in FE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,787,361 | 37,597 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,779,027 | 35,117 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,236,413 | 27,617 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,258,950 | 27,476 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $936,367 | 23,258 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $436,899 | 10,809 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||