Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,952,800
+$962,144 QoQ
Shares Held
41,077
+110.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#294
of 922 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Emerald Investment Advisers, LLC holds $29,697,842 across 5 Utilities - Regulated Electric names. FE ranks #5 (6.6% of the industry book) .
All Filings in FE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,952,800 | 41,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $990,656 | 19,555 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||