Position in FE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$33,278
-$2,184 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#749
of 922 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Olistico Wealth, LLC holds $3,637,782 across 11 Utilities - Regulated Electric names. FE ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
40,238 | $3,069,757 | |
| 2 | NEE |
Nextera Energy Inc
|
2,452 | $215,212 | |
| 3 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 4 | SO |
Southern Co
|
722 | $69,102 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,058 | $46,594 | |
| 6 | FE |
Firstenergy Corp
This page
|
700 | $33,278 | |
| 7 | DUK |
Duke Energy CORP
|
260 | $32,910 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
245 | $28,608 |
All Filings in FE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,278 | 700 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $35,462 | 700 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $31,339 | 700 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $44,286 | 1,100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $20,210 | 500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,890 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,175 | 500 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $19,135 | 500 | Shares | Sole | 2024-07-09 | |
| 2023-03-31 | $216,924 | 5,415 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $227,105 | 5,415 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||