Position in FE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,056,781
-$3,086,800 QoQ
Shares Held
358,788
-9.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#106
of 921 holders
Holding Since
Sep 2024
8 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, 2026Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. FE ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
202,714 | $25,659,538 | |
| 2 | FE |
Firstenergy Corp
This page
|
358,788 | $17,056,781 | |
| 3 | EVRG |
Evergy, Inc.
|
182,423 | $15,766,819 | |
| 4 | EXC |
Exelon Corp
|
308,405 | $14,377,841 | |
| 5 | NEE |
Nextera Energy Inc
|
129,364 | $11,354,278 | |
| 6 | SO |
Southern Co
|
60,081 | $5,750,352 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,702 | $4,285,692 | |
| 8 | AEP |
American Electric Power Co Inc
|
20,742 | $2,837,713 |
All Filings in FE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,056,781 | 358,788 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,143,581 | 397,623 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,629,789 | 58,740 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,661,500 | 58,086 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,032,646 | 50,488 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $963,127 | 23,828 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $211,430 | 5,315 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $200,373 | 4,518 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||