Position in FE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,588,270
-$1,319,150 QoQ
Shares Held
327,898
-1.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#113
of 920 holders
Holding Since
Mar 2020
23 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, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. FE ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
This page
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in FE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,588,270 | 327,898 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,907,420 | 333,743 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,474,302 | 345,640 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,790,646 | 366,448 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,869,748 | 369,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,731,189 | 364,453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,022,589 | 302,227 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,314,187 | 345,303 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,162,482 | 265,547 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $11,000,945 | 284,851 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,702,558 | 210,108 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,898,429 | 318,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,809,287 | 329,457 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $12,216,897 | 304,965 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,834,981 | 306,032 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $12,395,666 | 335,018 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,830,436 | 334,213 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $14,916,927 | 325,271 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,927,197 | 46,338 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $204,173 | 5,732 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $204,219 | 5,887 | Shares | Other | 2021-04-21 | |
| 2020-06-30 | $857,928 | 22,123 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $851,527 | 21,251 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||