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FirstEnergy
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Overview Fund Activity

793 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 311 increasing their positions, 243 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+26
Holders Change %
+3.39%
% of All Funds
10.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
120
Increased
311
Reduced
243
Closed
79
Calls
$81.9M
Puts
$46.6M
Net Calls
+$35.3M
Net Calls Change
-$24.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$656M
2
SCP
Soroban Capital Partners
New York
$332M
3
BlackRock
BlackRock
New York
$1.83B
4
ZP
Zimmer Partners
New York
$196M
5
Amundi
Amundi
France
$73.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$422M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$674M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$143M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.7M
5
Ameriprise
Ameriprise
Minnesota
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
726
Ruedi Wealth Management
Illinois
$5.29K – – –
SFG
727
Stonebridge Financial Group
Pennsylvania
$5.25K +$5.25K +132 New
BC
728
Barrett & Company
Rhode Island
$4.89K – – –
SS
729
Sunbelt Securities
Texas
$4.44K – – –
PMFA
730
Plante Moran Financial Advisors
Michigan
$4.14K – – –
LIS
731
Legacy Investment Solutions
Idaho
$4.1K -$14.7K -365 -78%
LWMI
732
Legacy Wealth Management (Idaho)
Idaho
$4.1K -$14.7K -365 -78%
TCOV
733
Trust Company of Vermont
Vermont
$3.82K – – –
MLA
734
MB, Levis & Associates
Pennsylvania
$3.47K +$40 +1 +1%
MSWM
735
Mowery & Schoenfeld Wealth Management
Illinois
$3.46K +$3.46K +87 New
FP
736
Financial Perspectives
Minnesota
$3.26K – – –
NRG
737
Nemes Rush Group
Michigan
$3.21K +$40 +1 +1%
AW
738
Avion Wealth
Texas
$3K +$513 +13 +21%
HIW
739
Holos Integrated Wealth
Pennsylvania
$2.9K +$2.9K +73 New
AWM
740
Abound Wealth Management
Tennessee
$2.71K -$199 -5 -7%
MAS
741
MPWM Advisory Solutions
Georgia
$2.71K +$2.71K +68 New
BIA
742
Bell Investment Advisors
California
$2.67K +$517 +13 +24%
RTL
743
Red Tortoise LLC
Georgia
$2.63K – – –
AIC
744
Archer Investment Corporation
Indiana
$2.63K – – –
Kayne Anderson Rudnick Investment Management
745
Kayne Anderson Rudnick Investment Management
California
$2.43K +$1.72K +43 +239%
SWC
746
Spectrum Wealth Counsel
Indiana
$2.39K – – –
RJA
747
Ross\Johnson & Associates
Minnesota
$2.39K +$2.39K +60 New
AWM
748
Atticus Wealth Management
Florida
$2.35K -$5.21K -131 -69%
BFPW
749
BOK Financial Private Wealth
Colorado
$2.23K -$2.31K -58 -51%
GFPC
750
Global Financial Private Client
Florida
$2.19K +$477 +12 +28%
28 29
30
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