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Disclosery

CAPTRUST FINANCIAL ADVISORS: FE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 77,474 FE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,474 shares
    Change vs previous 13F -12,309 shares

    0.01% of the 13F portfolio, value $3,683,131.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,783 shares
    Change vs previous 13F +7,535 shares

    0.01% of the 13F portfolio, value $4,548,425.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,248 shares
    Change vs previous 13F +23,903 shares

    0.01% of the 13F portfolio, value $3,682,231.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,345 shares
    Change vs previous 13F +2,181 shares

    0.01% of the 13F portfolio, value $2,673,350.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,164 shares
    Change vs previous 13F +12,049 shares

    0.01% of the 13F portfolio, value $2,261,148.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,115 shares
    Change vs previous 13F +13,856 shares

    <0.01% of the 13F portfolio, value $1,783,108.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,259 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $1,203,706.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,334,966.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).