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Colonial Trust Advisors: FE position timeline

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

Colonial Trust Advisors held 1,700 FE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,700 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $80,818.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 300 shares
    • Colonial Trust Co / SC: 1,400 shares

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

  2. period ended2026-03-31
    13F 1,395 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $70,671.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    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 1,383 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $61,917.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    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 1,065 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $48,798.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    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 1,061 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $42,716.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    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 1,040 shares
    Change vs previous 13F -21,850 shares

    0.01% of the 13F portfolio, value $42,037.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 1,040 shares

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

  7. period ended2024-12-31
    13F 22,890 shares
    Change vs previous 13F +4,598 shares

    0.05% of the 13F portfolio, value $910,576.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 15,377 shares
    • Colonial Trust Co / SC: 7,513 shares

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

  8. period ended2024-09-30
    13F 18,292 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $811,264.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 13,355 shares
    • Colonial Trust Co / SC: 4,937 shares

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