Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

FE holding history

Firstenergy Corp in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overview All 13F holders of FE Full Q2 2026 holdings

Shares (Q2 2026): 6,879
Value: $327.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of FE by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,879	$327.1K	<0.1%	+6,879	New	Holders
Q2 2022	0	$0	0.0%	−5,892−100.0%	Sold out	Holders
Q1 2022	5,892	–	–	+787+15.4%	Added	Holders
Q4 2021	5,105	$212.3K	<0.1%	+5,105	New	Holders