Who owns FirstEnergy (FE)
Which tracked institutional funds hold FE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
137 tracked funds added or opened FE while 224 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FE’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 876 tracked filers holding FE, 493 increased or opened the position and 391 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- Thiel Macro LLC$40M
- JENNISON ASSOCIATES LLC$33M
- TPG GP A, LLC$22M
- LOOMIS SAYLES & CO L P$20M
- Bridgewater Associates, LP$18M
- TUDOR INVESTMENT CORP ET AL$17M
Full exits 74
- LORD, ABBETT & CO. LLC$61M
- Amundi$49M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$45M
- OLD REPUBLIC INTERNATIONAL CORP$32M
- 1832 Asset Management L.P.$29M
- Verition Fund Management LLC$27M
Largest adds
- BlackRock, Inc.$327M
- MARSHALL WACE, LLP$80M
- BARCLAYS PLC$40M
- Qube Research & Technologies Ltd$37M
- GOLDMAN SACHS GROUP INC$31M
- Assenagon Asset Management S.A.$23M
Largest trims
- MILLENNIUM MANAGEMENT LLC$368M
- Capital World Investors$235M
- STATE STREET CORP$128M
- Brookfield Corp /ON/$116M
- VANGUARD CAPITAL MANAGEMENT LLC$101M
- Blackstone Inc.$90M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors added | 77,819,842 | $3.7B | 16.1% | 2026-Q2 |
| BlackRock, Inc. added | 49,761,796 | $2.4B | 10.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 40,609,713 | $1.9B | 8.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 34,887,224 | $1.7B | 7.2% | 2026-Q2 |
| Blackstone Inc. | 28,832,099 | $1.4B | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 28,437,695 | $1.4B | 5.9% | 2026-Q2 |
| TPG GP A, LLC new | 20,000,000 | $22M | 0.1% | 2026-Q2 |
| Boston Partners added | 18,467,247 | $879M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 13,974,388 | $662M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 11,979,418 | $570M | 2.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 10,856,482 | $511M | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,228,109 | $486M | 2.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 9,796,988 | $466M | 2.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,652,081 | $364M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 6,925,882 | $329M | 1.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 6,840,128 | $325M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,673,358 | $273M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,544,296 | $264M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,563,471 | $217M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,444,267 | $211M | 0.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,988,222 | $190M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,786,488 | $180M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,702,636 | $176M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,657,552 | $174M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 3,116,540 | $148M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 3,089,574 | $147M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,948,617 | $140M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,902,753 | $138M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 2,782,180 | $132M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,776,343 | $132M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,719,645 | $129M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,586,720 | $123M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,430,321 | $116M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,378,039 | $113M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 2,316,998 | $110M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 2,245,838 | $107M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,134,601 | $101M | 0.4% | 2026-Q2 |
| Energy Income Partners, LLC added | 2,053,059 | $98M | 0.4% | 2026-Q2 |
| Electron Capital Partners, LLC trimmed | 2,046,976 | $97M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,867,661 | $89M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,731,950 | $82M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 1,727,685 | $82M | 0.4% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 1,658,080 | $79M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,549,844 | $74M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,406,017 | $67M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,358,103 | $65M | 0.3% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. trimmed | 1,341,459 | $64M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,307,552 | $62M | 0.3% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,304,500 | $62M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,186,846 | $56M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,176,490 | $56M | 0.2% | 2026-Q2 |
| UniSuper Management Pty Ltd added | 1,171,875 | $56M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,155,134 | $55M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,147,039 | $55M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,141,365 | $54M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,124,292 | $53M | 0.2% | 2026-Q2 |
| National Pension Service added | 1,014,031 | $48M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 1,004,078 | $48M | 0.2% | 2026-Q2 |
| Aberdeen Group plc trimmed | 997,527 | $47M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 984,865 | $47M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 902,801 | $43M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 883,873 | $42M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 869,128 | $41M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 854,839 | $41M | 0.2% | 2026-Q2 |
| Thiel Macro LLC new | 839,319 | $40M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 836,785 | $40M | 0.2% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC added | 821,596 | $39M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 812,914 | $39M | 0.2% | 2026-Q2 |
| Capital International, Inc./CA/ added | 808,343 | $38M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 779,325 | $37M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 776,001 | $37M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 733,335 | $35M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 700,736 | $33M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 638,541 | $30M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 636,214 | $30M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd added | 630,371 | $30M | 0.1% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 613,411 | $29M | 0.1% | 2026-Q2 |
| Swiss Life Asset Management Ltd trimmed | 606,726 | $29M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 604,374 | $29M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 598,495 | $28M | 0.1% | 2026-Q2 |
| Tredje AP-fonden added | 556,192 | $26M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 549,992 | $28M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 549,973 | $26M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 495,299 | $24M | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 485,270 | $23M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 465,762 | $22M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 441,521 | $21M | 0.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 413,313 | $20M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 411,968 | $20M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 396,201 | $19M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 385,608 | $18M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 383,955 | $18M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 383,391 | $18M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 381,107 | $18M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 380,821 | $18M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 377,437 | $18M | 0.1% | 2026-Q2 |
| Korea Investment CORP trimmed | 375,503 | $18M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 370,475 | $18M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 364,649 | $17M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 364,491 | $17M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.