Position in FE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$534,111
+$150,362 QoQ
Shares Held
11,235
+48.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#468
of 922 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $1,419,400 across 3 Utilities - Regulated Electric names. FE ranks #1 (37.6% of the industry book) .
All Filings in FE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,111 | 11,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $383,749 | 7,575 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $357,846 | 7,993 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $617,653 | 13,480 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $642,911 | 15,969 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $637,868 | 15,781 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $566,506 | 14,241 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $455,740 | 10,276 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $343,664 | 8,980 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $309,075 | 8,003 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $278,432 | 7,595 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $247,258 | 7,234 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $236,856 | 6,092 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $204,987 | 5,117 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||