Position in FE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$285,430
-$21,518 QoQ
Shares Held
6,004
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#581
of 923 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Falcon Wealth Planning holds $795,630 across 3 Utilities - Regulated Electric names. FE ranks #1 (35.9% of the industry book) .
All Filings in FE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,430 | 6,004 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $306,948 | 6,059 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||