ATLANTIC FAMILY WEALTH, LLC

Position in FE — Firstenergy Corp

CIK 2012511 CORAL GABLES, FL

Position in FE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$391,206

+$53,406 QoQ

Shares Held

8,229

+23.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#517

of 920 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ATLANTIC FAMILY WEALTH, LLC holds $1,195,184 across 4 Utilities - Regulated Electric names. FE ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp This page	8,229	$391,206
2	WEC	Wec Energy Group, Inc.	2,383	$278,262
3	NGG	National Grid PLC	3,318	$274,962
4	DUK	Duke Energy CORP	1,981	$250,754

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,206	8,229	+23.4%	Shares	Sole	2026-08-04
2026-03-31	$337,800	6,668	+18.2%	Shares	Sole	2026-05-08
2025-12-31	$252,637	5,643	+14.7%	Shares	Sole	2026-02-12
2025-09-30	$225,480	4,921	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.