Position in FE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$75,778
-$4,771 QoQ
Shares Held
1,594
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#696
of 921 holders
Holding Since
Jun 2025
4 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, 2026AMERIFLEX GROUP, INC. holds $2,117,165 across 26 Utilities - Regulated Electric names. FE ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,776 | $704,712 | |
| 2 | DUK |
Duke Energy CORP
|
3,826 | $484,295 | |
| 3 | NEE |
Nextera Energy Inc
|
3,445 | $302,367 | |
| 4 | EIX |
Edison International
|
2,221 | $165,353 | |
| 5 | AEP |
American Electric Power Co Inc
|
599 | $81,949 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
961 | $77,994 | |
| 7 | FE |
Firstenergy Corp
This page
|
1,594 | $75,778 | |
| 8 | ETR |
Entergy Corp /De/
|
627 | $72,017 |
All Filings in FE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,778 | 1,594 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,549 | 1,590 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,557 | 34 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,731 | 43 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||