Position in FE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,230,002
-$70,085 QoQ
Shares Held
25,873
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#361
of 923 holders
Holding Since
Dec 2023
11 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, 2026BALANCED WEALTH GROUP LLC holds $1,986,894 across 3 Utilities - Regulated Electric names. FE ranks #1 (61.9% of the industry book) .
All Filings in FE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,002 | 25,873 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,300,087 | 25,663 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,265,244 | 28,261 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,282,501 | 27,990 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,126,877 | 27,990 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,134,912 | 28,078 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,073,701 | 26,991 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,185,963 | 26,741 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,014,155 | 26,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,013,234 | 26,236 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $786,760 | 21,461 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||