Position in FE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29,712
+$735 QoQ
Shares Held
625
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#754
of 920 holders
Holding Since
Dec 2024
7 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, 2026Richard W. Paul & Associates, LLC holds $3,340,147 across 11 Utilities - Regulated Electric names. FE ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
21,898 | $1,495,414 | |
| 2 | NEE |
Nextera Energy Inc
|
13,660 | $1,198,938 | |
| 3 | PPL |
PPL Corp
|
7,416 | $269,571 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,893 | $259,527 | |
| 5 | FE |
Firstenergy Corp
This page
|
625 | $29,712 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
213 | $24,872 | |
| 7 | NGG |
National Grid PLC
|
285 | $23,617 | |
| 8 | DUK |
Duke Energy CORP
|
149 | $18,860 |
All Filings in FE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,712 | 625 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,977 | 572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,564 | 437 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,748 | 431 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,218 | 378 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,113 | 176 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,916 | 199 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||