RICHARDSON FINANCIAL SERVICES INC.

Position in FE — Firstenergy Corp

CIK 2012303 MEDWAY, MA

Position in FE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$188,876

-$11,382 QoQ

Shares Held

3,973

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#662

of 920 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. FE ranks #8 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,760	$505,554
2	DUK	Duke Energy CORP	2,844	$359,992
3	AEP	American Electric Power Co Inc	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co	1,270	$193,509
7	WEC	Wec Energy Group, Inc.	1,636	$191,035
8	FE	Firstenergy Corp This page	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$188,876	3,973	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$200,258	3,953	-1.1%	Shares	Sole	2026-05-04
2025-12-31	$178,990	3,998	-0.2%	Shares	Sole	2026-01-22
2025-09-30	$183,646	4,008	-4.3%	Shares	Sole	2025-10-28
2025-06-30	$168,608	4,188	-1.1%	Shares	Sole	2025-07-25
2025-03-31	$171,178	4,235	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$169,263	4,255	-11.1%	Shares	Sole	2025-01-24
2024-09-30	$212,214	4,785	0.0%	Shares	Sole	2024-10-24
2024-06-30	$183,121	4,785	-4.2%	Shares	Sole	2024-08-12
2024-03-31	$192,906	4,995	+6.2%	Shares	Sole	2024-05-03
2023-12-31	$172,485	4,705	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.