Position in FE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$506,253
+$38,864 QoQ
Shares Held
10,649
+15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#480
of 923 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names. FE ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,075 | $2,053,821 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,246 | $1,948,995 | |
| 3 | PCG |
PG&E Corp
|
57,881 | $973,558 | |
| 4 | EIX |
Edison International
|
12,240 | $911,268 | |
| 5 | FE |
Firstenergy Corp
This page
|
10,649 | $506,253 | |
| 6 | DUK |
Duke Energy CORP
|
3,849 | $487,206 | |
| 7 | ES |
Eversource Energy
|
5,573 | $402,760 | |
| 8 | SO |
Southern Co
|
3,098 | $296,509 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,253 | 10,649 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $467,389 | 9,226 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $265,396 | 5,928 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $494,993 | 10,803 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $434,767 | 10,799 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $390,214 | 9,654 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $384,036 | 9,654 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $401,544 | 9,054 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $344,850 | 9,011 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $348,004 | 9,011 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $363,337 | 9,911 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $345,593 | 10,111 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $429,662 | 11,051 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $456,724 | 11,401 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $482,351 | 11,501 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $427,387 | 11,551 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $458,798 | 11,951 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $513,677 | 11,201 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $443,390 | 10,661 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $382,808 | 10,747 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $399,895 | 10,747 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $444,760 | 12,821 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $354,769 | 11,590 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $366,540 | 12,767 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $486,378 | 12,542 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $547,356 | 13,660 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||