Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,132
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#834
of 923 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Montgomery Financial Services LLC holds $192,090 across 8 Utilities - Regulated Electric names. FE ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,350 | $92,191 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
404 | $32,788 | |
| 3 | DUK |
Duke Energy CORP
|
181 | $22,910 | |
| 4 | ED |
Consolidated Edison Inc
|
150 | $16,594 | |
| 5 | NEE |
Nextera Energy Inc
|
101 | $8,864 | |
| 6 | ES |
Eversource Energy
|
110 | $7,949 | |
| 7 | FE |
Firstenergy Corp
This page
|
129 | $6,132 | |
| 8 | EXC |
Exelon Corp
|
100 | $4,662 |
All Filings in FE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,132 | 129 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||