Position in FE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,630
New position
Shares Held
1,065
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#722
of 922 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $115,193 across 2 Utilities - Regulated Electric names. FE ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
747 | $64,563 | |
| 2 | FE |
Firstenergy Corp
This page
|
1,065 | $50,630 |
All Filings in FE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,630 | 1,065 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||