FSM Wealth Advisors, LLC

Position in FE — Firstenergy Corp

CIK 1942548 CLEVELAND, OH

Position in FE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$801,714

-$45,017 QoQ

Shares Held

16,864

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#420

of 923 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,644,053 across 7 Utilities - Regulated Electric names. FE ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp This page	16,864	$801,714
2	NEE	Nextera Energy Inc	6,718	$589,638
3	WEC	Wec Energy Group, Inc.	2,885	$336,881
4	SO	Southern Co	2,573	$246,261
5	EXC	Exelon Corp	4,955	$231,002
6	AEP	American Electric Power Co Inc	1,654	$226,283
7	DUK	Duke Energy CORP	1,677	$212,274

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,714	16,864	+0.9%	Shares	Sole	2026-07-15
2026-03-31	$846,731	16,714	+0.3%	Shares	Sole	2026-04-27
2025-12-31	$746,047	16,664	+27.2%	Shares	Sole	2026-01-23
2025-09-30	$600,379	13,103	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$525,996	13,065	+45.0%	Shares	Sole	2025-07-31
2025-03-31	$364,224	9,011	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$359,133	9,028	+1.6%	Shares	Sole	2025-01-24
2024-09-30	$394,005	8,884	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$338,383	8,842	-9.5%	Shares	Sole	2024-07-12
2024-03-31	$377,317	9,770	0.0%	Shares	Sole	2024-05-14
2023-12-31	$358,168	9,770	+10.5%	Shares	Sole	2024-05-14
2023-09-30	$302,185	8,841	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$344,126	8,851	+2.9%	Shares	Sole	2023-07-12
2023-03-31	$344,636	8,603	0.0%	Shares	Sole	2023-04-24
2022-12-31	$360,809	8,603	+5.6%	Shares	Sole	2023-01-19
2022-09-30	$301,291	8,143	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.