Position in FE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$670,076
-$43,976 QoQ
Shares Held
14,095
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#443
of 923 holders
Holding Since
Dec 2024
7 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, 2026BEARING POINT CAPITAL, LLC holds $13,019,207 across 7 Utilities - Regulated Electric names. FE ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
54,114 | $7,403,336 | |
| 2 | NEE |
Nextera Energy Inc
|
19,727 | $1,731,438 | |
| 3 | EIX |
Edison International
|
14,319 | $1,066,049 | |
| 4 | D |
Dominion Energy, Inc
|
14,400 | $983,376 | |
| 5 | DUK |
Duke Energy CORP
|
6,151 | $778,593 | |
| 6 | FE |
Firstenergy Corp
This page
|
14,095 | $670,076 | |
| 7 | EXC |
Exelon Corp
|
8,287 | $386,339 |
All Filings in FE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,076 | 14,095 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $714,052 | 14,095 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $631,033 | 14,095 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $645,832 | 14,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $567,464 | 14,095 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $565,880 | 14,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $409,734 | 10,300 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||