Total Wealth Planning & Management, Inc.
Position in FE — Firstenergy Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in FE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$470,646
-$30,888 QoQ
Shares Held
9,900
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#494
of 923 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Derivatives in FE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$451,630
PutShares
9,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,320,518 across 3 Utilities - Regulated Electric names. FE ranks #2 (35.6% of the industry book) .
All Filings in FE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,630 | 9,500 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $470,646 | 9,900 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $501,534 | 9,900 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $481,270 | 9,500 | Put | Sole | 2026-05-05 | |
| 2025-12-31 | $411,884 | 9,200 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $429,792 | 9,600 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $370,392 | 9,200 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $354,288 | 8,800 | Put | Sole | 2025-07-24 | |
| 2025-03-31 | $359,738 | 8,900 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $343,570 | 8,500 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||