Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,408,950
-$6,927,057 QoQ
Shares Held
71,707
-64.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#233
of 923 holders
Holding Since
Dec 2023
11 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, 2026CCM INVESTMENT ADVISERS LLC holds $28,836,416 across 3 Utilities - Regulated Electric names. FE ranks #3 (11.8% of the industry book) .
All Filings in FE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,408,950 | 71,707 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,336,007 | 204,027 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $13,631,748 | 304,484 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,614,679 | 297,134 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,840,989 | 294,113 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,849,325 | 293,155 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,884,553 | 298,757 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $13,072,960 | 294,768 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,104,576 | 290,164 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $11,102,207 | 287,473 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $9,866,855 | 269,145 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||