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FirstEnergy

921 hedge funds and large institutions have $26.4B invested in FirstEnergy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 383 increasing their positions, 233 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 233

53% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 83

52% more call options, than puts

Call options by funds: $206M | Put options by funds: $135M

14% more capital invested

Capital invested by funds: $23.1B → $26.4B (+$3.29B)

3% more funds holding

Funds holding: 891921 (+30)

0.84% more ownership

Funds ownership: 89.43%90.26% (+0.84%)

Holders
921
Holders Change
+30
Holders Change %
+3.37%
% of All Funds
11.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
127
Increased
383
Reduced
233
Closed
83
Calls
$206M
Puts
$135M
Net Calls
+$70.6M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$343K +$32.2K +663 +11%
AWM
552
Accurate Wealth Management
Florida
$343K +$323K +6,666 New
BB
553
Burford Brothers
Texas
$341K -$19.8K -409 -6%
AFW
554
Atlantic Family Wealth
Florida
$338K +$49.7K +1,025 +18%
LWM
555
Lakeridge Wealth Management
Ohio
$336K -$142K -2,933 -31%
BBHC
556
Brown Brothers Harriman & Co
New York
$336K +$107K +2,211 +50%
FFA
557
First Foundation Advisors
California
$335K +$582 +12 +0.2%
BC
558
Bridgefront Capital
Texas
$335K +$320K +6,603 New
ZIM
559
Zacks Investment Management
Illinois
$329K +$30.3K +624 +11%
PA
560
Parallel Advisors
California
$329K +$53.6K +1,106 +21%
WS
561
Wedbush Securities
California
$328K +$7.37K +152 +2%
IPW
562
Impact Partnership Wealth
Georgia
$327K +$313K +6,459 New
FHC
563
First Horizon Corporation
Tennessee
$321K -$18.3K -378 -6%
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$317K +$302K +6,237 +34,650%
GC
565
Grimes & Company
Massachusetts
$312K +$4.37K +90 +1%
EFS
566
Essex Financial Services
Connecticut
$312K -$42.9K -884 -13%
S
567
SignatureFD
Georgia
$311K +$46.6K +961 +19%
FA
568
FDx Advisors
Illinois
$310K +$68.9K +1,420 +30%
FWP
569
Falcon Wealth Planning
California
$307K +$294K +6,059 New
S
570
Sunpointe
Missouri
$306K +$65.1K +1,343 +29%
IG
571
IFS Group
Pennsylvania
$305K +$292K +6,027 New
SAM
572
Smartleaf Asset Management
Massachusetts
$303K +$66.1K +1,363 +29%
FTC
573
Farmers Trust Company
Ohio
$303K
AFG
574
Allegheny Financial Group
Pennsylvania
$303K +$291 +6 +0.1%
S
575
Storgate
Texas
$303K +$22.2K +457 +8%