Old North State Wealth Management, LLC

Position in FE — Firstenergy Corp

CIK 2041262 Wilmington, NC

Position in FE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$368,149

-$68,134 QoQ

Shares Held

7,744

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#534

of 923 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Old North State Wealth Management, LLC holds $5,138,666 across 4 Utilities - Regulated Electric names. FE ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	30,519	$3,863,095
2	ES	Eversource Energy	7,399	$534,725
3	DTE	Dte Energy Co	2,446	$372,697
4	FE	Firstenergy Corp This page	7,744	$368,149

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,149	7,744	-10.1%	Shares	Sole	2026-07-17
2026-03-31	$436,283	8,612	+1.6%	Shares	Sole	2026-04-17
2025-12-31	$379,470	8,476	-2.2%	Shares	Sole	2026-01-23
2025-09-30	$397,167	8,668	-23.1%	Shares	Sole	2025-10-17
2025-06-30	$453,730	11,270	+1.8%	Shares	Sole	2025-07-16
2025-03-31	$447,651	11,075	+24.3%	Shares	Sole	2025-04-24
2024-12-31	$354,439	8,910	+23.0%	Shares	Sole	2025-01-27
2024-09-30	$321,182	7,242	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.