Position in FE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$665,607
+$23,847 QoQ
Shares Held
14,001
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#444
of 920 holders
Holding Since
Mar 2024
10 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, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. FE ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
This page
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
|
4,003 | $383,127 |
All Filings in FE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,607 | 14,001 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $641,760 | 12,668 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $567,817 | 12,683 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $534,215 | 11,659 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $396,681 | 9,853 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $369,277 | 9,136 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $315,415 | 7,929 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $385,756 | 8,698 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $297,357 | 7,770 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $230,600 | 5,971 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||