Beacon Financial Advisory LLC

Position in FE — Firstenergy Corp

CIK 1800502 Cleveland, OH

Position in FE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,365,443

+$25,081 QoQ

Shares Held

28,722

+8.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#341

of 923 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $3,167,869 across 4 Utilities - Regulated Electric names. FE ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp This page	28,722	$1,365,443
2	AEP	American Electric Power Co Inc	9,962	$1,362,901
3	DUK	Duke Energy CORP	1,847	$233,793
4	NEE	Nextera Energy Inc	2,344	$205,732

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,443	28,722	+8.6%	Shares	Sole	2026-08-05
2026-03-31	$1,340,362	26,458	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$1,182,957	26,423	-20.8%	Shares	Sole	2026-02-17
2025-09-30	$1,527,913	33,346	+0.1%	Shares	Sole	2025-10-29
2025-06-30	$1,341,060	33,310	+425.5%	Shares	Sole	2025-07-22
2025-03-31	$256,222	6,339	-2.2%	Shares	Sole	2025-04-24
2024-12-31	$257,893	6,483	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$286,190	6,453	+0.7%	Shares	Sole	2024-10-30
2024-06-30	$245,234	6,408	+2.2%	Shares	Sole	2024-07-26
2024-03-31	$242,263	6,273	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$228,721	6,239	-0.4%	Shares	Sole	2024-01-23
2023-09-30	$214,035	6,262	+0.1%	Shares	Sole	2023-10-25
2023-06-30	$243,116	6,253	+1.3%	Shares	Sole	2023-07-17
2023-03-31	$247,330	6,174	+0.1%	Shares	Sole	2023-04-18
2022-12-31	$258,769	6,170	-32.6%	Shares	Sole	2023-01-20
2022-06-30	$351,383	9,153	+0.1%	Shares	Sole	2022-07-25
2022-03-31	$419,481	9,147	+0.1%	Shares	Sole	2022-04-27
2021-12-31	$380,215	9,142	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.