Position in FE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,337,159
-$87,427 QoQ
Shares Held
49,162
+2.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#271
of 923 holders
Holding Since
Sep 2022
16 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, 2026Ascent Group, LLC holds $40,870,391 across 22 Utilities - Regulated Electric names. FE ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,913 | $4,502,824 | |
| 2 | D |
Dominion Energy, Inc
|
45,689 | $3,120,098 | |
| 3 | EIX |
Edison International
|
39,859 | $2,967,500 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
24,497 | $2,860,511 | |
| 5 | NEE |
Nextera Energy Inc
|
30,432 | $2,671,013 | |
| 6 | EXC |
Exelon Corp
|
54,024 | $2,518,597 | |
| 7 | FE |
Firstenergy Corp
This page
|
49,162 | $2,337,159 | |
| 8 | PPL |
PPL Corp
|
60,603 | $2,202,917 |
All Filings in FE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,159 | 49,162 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,424,586 | 47,860 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,995,352 | 44,569 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $1,976,992 | 43,147 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $3,421,816 | 84,993 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $3,793,010 | 93,840 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,584,158 | 39,823 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $1,723,662 | 38,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,464,286 | 38,262 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,696,653 | 43,932 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,627,410 | 44,392 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,490,760 | 43,615 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,940,889 | 49,920 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,186,416 | 29,616 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,091,236 | 26,019 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $475,413 | 12,849 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||