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FirstEnergy

927 hedge funds and large institutions have $26.4B invested in FirstEnergy in 2026 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 385 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

65% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 234

55% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 84

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)

4% more funds holding

Funds holding: 894927 (+33)

0.84% more ownership

Funds ownership: 89.43%90.27% (+0.84%)

Holders
927
Holders Change
+33
Holders Change %
+3.69%
% of All Funds
11.34%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
130
Increased
385
Reduced
234
Closed
84
Calls
$206M
Puts
$135M
Net Calls
+$70.6M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
651
Ballentine Partners
Massachusetts
$219K -$14.8K -305 -7%
JMA
652
J.M. Arbour
Maine
$219K +$210K +4,321 New
KFGK
653
Keystone Financial Group (Kentucky)
Kentucky
$218K +$210K +4,323 New
LAM
654
L2 Asset Management
Massachusetts
$218K +$209K +4,306 New
JWA
655
JFS Wealth Advisors
Pennsylvania
$215K -$970 -20 -0.5%
HPC
656
HM Payson & Co
Maine
$214K
JWM
657
Jeppson Wealth Management
California
$214K +$205K +4,222 New
EPW
658
Evolve Private Wealth
California
$213K +$204K +4,196 New
Fisher Asset Management
659
Fisher Asset Management
Washington
$212K +$203K +4,191 New
MA
660
Montag & Associates
Georgia
$212K
MA
661
MKT Advisors
California
$209K -$34K -700 -15%
SIM
662
Stratos Investment Management
Ohio
$208K -$18K -372 -8%
RPCONE
663
Retirement Planning Company of New England
Rhode Island
$205K +$197K +4,054 New
FIA
664
Foundations Investment Advisors
Arizona
$204K +$195K +4,028 New
NRG
665
Nemes Rush Group
Michigan
$204K +$3.69K +76 +2%
CFP
666
Catalyst Financial Partners
Massachusetts
$203K +$194K +4,010 New
AIM
667
Anchor Investment Management
South Carolina
$203K
Fidelity International
668
Fidelity International
Bermuda
$203K +$194K +4,000 New
PIA
669
Perennial Investment Advisors
California
$202K +$194K +3,995 New
FFA
670
Founders Financial Alliance
North Carolina
$202K +$194K +3,990 New
AC
671
AlphaCore Capital
California
$201K -$193K -3,989 -50%
RFS
672
Richardson Financial Services
Massachusetts
$200K -$2.18K -45 -1%
ONST
673
Old North State Trust
North Carolina
$200K +$192K +3,956 New
NS
674
NBC Securities
Alabama
$200K +$340 +7 +0.2%
EWA
675
EverSource Wealth Advisors
Alabama
$191K +$56.9K +1,173 +45%

FE Hedge Fund Activity: Q1 2026 in Review

927 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2026, worth a combined $26.4B — up 14% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new FE positions and 84 closed out — a net gain of 46 holders — while 385 added to existing stakes and 234 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $110M. The largest seller was Victory Capital Management, cutting an estimated $75.9M.

  • 927 institutional investors held FirstEnergy (FE) as of Q1 2026, up from 894 in Q4 2025.
  • Funds reported $26.4B of FirstEnergy stock for Q1 2026, up 14% quarter-over-quarter.
  • 130 funds opened new FirstEnergy positions in Q1 2026 and 84 closed out, a net change of +46 holders.
  • The largest FirstEnergy buyer in Q1 2026 was Goldman Sachs, an estimated $110M added.
  • The largest FirstEnergy seller in Q1 2026 was Victory Capital Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2026.