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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
SEP
851
Signature Equity Partners
Ohio
$5.72K +$485 +10 +10%
JWM
852
JPL Wealth Management
Colorado
$5.47K +$5.24K +108 New
DJSG
853
D.J. St. Germain
Massachusetts
$5.37K -$1.41K -29 -21%
SWM
854
SHP Wealth Management
Massachusetts
$4.96K +$4.22K +87 +791%
MLA
855
MB, Levis & Associates
Pennsylvania
$4.65K +$49 +1 +1%
CFM
856
Cornerstone Financial Management
Massachusetts
$4.41K +$485 +10 +13%
SSG
857
Summit Securities Group
New York
$4.31K -$33.3K -686 -89%
BFS
858
Bare Financial Services
Pennsylvania
$4.16K +$631 +13 +19%
FP
859
Financial Perspectives
Minnesota
$4.15K
BW
860
Bravera Wealth
North Dakota
$4.05K +$3.88K +80 New
PWM
861
Proathlete Wealth Management
Florida
$4.05K
BIA
862
Bell Investment Advisors
California
$3.95K
SG
863
Sankala Group
Colorado
$3.84K
HIW
864
Holos Integrated Wealth
Pennsylvania
$3.72K
Vanguard National Trust
865
Vanguard National Trust
Pennsylvania
$3.7K +$3.54K +73 New
CWP
866
Clark Wealth Partners
Illinois
$3.65K +$2.23K +46 +177%
BHWM
867
Bay Harbor Wealth Management
Maryland
$3.6K +$873 +18 +34%
FC
868
Financial Consulate
Maryland
$3.55K +$1.46K +30 +75%
AIC
869
Archer Investment Corporation
Indiana
$3.34K
RTL
870
Red Tortoise LLC
Georgia
$3.34K
AFC
871
Ares Financial Consulting
California
$3.06K
RJA
872
Ross\Johnson & Associates
Minnesota
$3.04K
SFG
873
Strive Financial Group
Indiana
$3K -$194 -4 -7%
KG
874
Kilter Group
New York
$2.99K +$1.16K +24 +69%
CFG
875
Clayton Financial Group
Missouri
$2.94K

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.