Position in FE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,357,777
-$2,944,829 QoQ
Shares Held
217,875
-17.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#136
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, 2026HEARTLAND ADVISORS INC holds $57,315,748 across 6 Utilities - Regulated Electric names. FE ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
437,106 | $20,377,881 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
108,279 | $12,643,738 | |
| 3 | FE |
Firstenergy Corp
This page
|
217,875 | $10,357,777 | |
| 4 | XEL |
Xcel Energy Inc
|
122,828 | $9,863,088 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
53,687 | $3,845,062 | |
| 6 | NEE |
Nextera Energy Inc
|
2,600 | $228,202 |
All Filings in FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,357,777 | 217,875 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $13,302,606 | 262,586 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $12,961,899 | 289,522 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $14,884,901 | 324,856 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $10,141,171 | 251,892 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,934,620 | 270,525 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $16,901,089 | 424,864 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $19,146,382 | 431,711 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $19,921,333 | 520,547 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $20,125,731 | 521,122 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $17,736,327 | 483,806 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $13,023,058 | 381,014 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $19,564,260 | 503,196 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $12,872,840 | 321,339 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,314,126 | 174,395 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,931,582 | 133,286 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,589,562 | 119,551 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,597,258 | 122,051 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,567,385 | 278,129 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,676,323 | 215,506 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $6,551,974 | 176,081 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,813,384 | 167,581 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,190,292 | 169,562 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,502,702 | 191,665 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,231,071 | 31,745 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $289,105 | 7,215 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||