New England Capital Financial Advisors LLC

Position in FE — Firstenergy Corp

CIK 1964652 MERIDEN, CT

Position in FE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,407

-$815 QoQ

Shares Held

261

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#798

of 920 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $1,044,930 across 12 Utilities - Regulated Electric names. FE ranks #7 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	8,865	$640,673
2	DUK	Duke Energy CORP	1,270	$160,756
3	LNT	Alliant Energy Corp	1,486	$113,366
4	WEC	Wec Energy Group, Inc.	280	$32,695
5	SO	Southern Co	303	$29,000
6	ETR	Entergy Corp /De/	148	$16,999
7	FE	Firstenergy Corp This page	261	$12,407
8	AEP	American Electric Power Co Inc	86	$11,765

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,407	261	0.0%	Shares	Sole	2026-07-27
2026-03-31	$13,222	261	0.0%	Shares	Sole	2026-04-27
2025-12-31	$11,684	261	0.0%	Shares	Sole	2026-02-02
2025-09-30	$11,959	261	0.0%	Shares	Sole	2025-10-22
2025-06-30	$10,507	261	+31.8%	Shares	Sole	2025-08-08
2025-03-31	$8,003	198	-19.2%	Shares	Sole	2025-05-05
2024-12-31	$9,746	245	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$10,777	243	+0.8%	Shares	Sole	2024-10-30
2024-06-30	$9,223	241	+1.3%	Shares	Sole	2024-07-29
2024-03-31	$9,191	238	+0.8%	Shares	Sole	2024-05-02
2023-12-31	$8,651	236	-7.5%	Shares	Sole	2024-02-01
2023-09-30	$8,715	255	+1.2%	Shares	Sole	2023-11-06
2023-06-30	$9,797	252	+0.8%	Shares	Sole	2023-08-02
2023-03-31	$10,015	250	+1.2%	Shares	Sole	2023-05-04
2022-12-31	$10,359	247	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.