FirstEnergy Corp.
MX ˙ BMV ˙ US3379321074
SecurityMX:FE / FirstEnergy Corp.
InstitutionBollard Group LLC
Latest Disclosed Ownership247,847 shares
Latest Disclosed Value $ 12,556
Bollard Group LLC reports 15.61% increase in ownership of FE / FirstEnergy Corp.

On May 14, 2026 - Bollard Group LLC filed a 13F-HR form disclosing ownership of 247,847 shares of FirstEnergy Corp. (MX:FE) valued at $12,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 214,385 shares of FirstEnergy Corp.. This represents a change in shares of 15.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F FIRSTENERGY COM 337932107 247,847 33,462 15.61 13 33.33 0.3699
2026-02-13 2025-12-31 13F FIRSTENERGY COM 337932107 214,385 -13,967 -6.12 10 -10.00 0.2399
2025-11-14 2025-09-30 13F FIRSTENERGY COM 337932107 228,352 11,816 5.46 10 25.00 0.2459
2025-08-13 2025-06-30 13F FirstEnergy COM 337932107 216,536 11,157 5.43 9 0.00 0.1993
2025-05-15 2025-03-31 13F FirstEnergy COM 337932107 205,379 1,947 0.96 8 0.00 0.2180
2025-02-14 2024-12-31 13F FirstEnergy COM 337932107 203,432 -533 -0.26 8 -11.11 0.2243
2024-11-13 2024-09-30 13F FirstEnergy COM 337932107 203,965 -22,204 -9.82 9 12.50 0.2407
2024-08-14 2024-06-30 13F FirstEnergy COM 337932107 226,169 8,998 4.14 9 0.00 0.2442
2024-05-13 2024-03-31 13F FirstEnergy COM 337932107 217,171 5,814 2.75 8 14.29 0.2537
2024-02-13 2023-12-31 13F FirstEnergy COM 337932107 211,357 1,971 0.94 8 0.00 0.2694
2023-11-14 2023-09-30 13F FirstEnergy COM 337932107 209,386 -44,364 -17.48 7 -22.22 0.2634
2023-08-14 2023-06-30 13F FirstEnergy COM 337932107 253,750 2,276 0.91 10 -10.00 0.3356
2023-05-12 2023-03-31 13F FirstEnergy COM 337932107 251,474 2,098 0.84 10 0.00 0.3639
2023-02-10 2022-12-31 13F FirstEnergy COM 337932107 249,376 -3,849 -1.52 10 -99.89 0.3995
2022-11-09 2022-09-30 13F FirstEnergy COM 337932107 253,225 2,104 0.84 9,369 -2.82 0.3937
2022-08-12 2022-06-30 13F FirstEnergy COM 337932107 251,121 13,921 5.87 9,641 -11.37 0.3907
2022-05-12 2022-03-31 13F FirstEnergy COM 337932107 237,200 18,032 8.23 10,878 19.34 0.3480
2022-02-11 2021-12-31 13F FirstEnergy COM 337932107 219,168 1,641 0.75 9,115 17.64 0.2918
2021-11-12 2021-09-30 13F FirstEnergy COM 337932107 217,527 18,125 9.09 7,748 4.42 0.2538
2021-08-12 2021-06-30 13F FirstEnergy COM 337932107 199,402 43,748 28.11 7,420 37.41 0.2353
2021-05-11 2021-03-31 13F FirstEnergy COM 337932107 155,654 15,849 11.34 5,400 26.20 0.1892
2021-02-04 2020-12-31 13F FirstEnergy COM 337932107 139,805 -168,808 -54.70 4,279 -51.70 0.1593
2020-11-12 2020-09-30 13F FirstEnergy COM 337932107 308,613 -5,324 -1.70 8,860 -27.22 0.3193
2020-08-13 2020-06-30 13F FirstEnergy COM 337932107 313,937 -41,338 -11.64 12,174 -14.48 0.4783
2020-05-14 2020-03-31 13F FirstEnergy COM 337932107 355,275 21,571 6.46 14,236 -12.22 0.6327
2020-02-10 2019-12-31 13F FirstEnergy COM 337932107 333,704 10,389 3.21 16,218 4.01 0.5265
2019-11-13 2019-09-30 13F FirstEnergy COM 337932107 323,315 87,487 37.10 15,593 54.45 0.5476
2019-08-13 2019-06-30 13F FirstEnergy COM 337932107 235,828 67,254 39.90 10,096 43.94 0.3479
2019-05-10 2019-03-31 13F FirstEnergy COM 337932107 168,574 24,049 16.64 7,014 29.24 0.2648
2019-02-05 2018-12-31 13F FirstEnergy COM 337932107 144,525 10,712 8.01 5,427 9.11 0.2393
2018-11-08 2018-09-30 13F FirstEnergy COM 337932107 133,813 8,231 6.55 4,974 10.29 0.2000
2018-08-09 2018-06-30 13F FirstEnergy COM 337932107 125,582 9,571 8.25 4,510 14.29 0.2072
2018-05-14 2018-03-31 13F FirstEnergy COM 337932107 116,011 11,837 11.36 3,946 23.70 0.1962
2018-01-29 2017-12-31 13F FirstEnergy COM 337932107 104,174 -2,256 -2.12 3,190 -2.77 0.1534
2017-10-27 2017-09-30 13F FirstEnergy COM 337932107 106,430 -3,297 -3.00 3,281 2.53 0.1730
2017-07-19 2017-06-30 13F FirstEnergy COM 337932107 109,727 1,997 1.85 3,200 -6.65 0.1728
2017-04-19 2017-03-31 13F FirstEnergy COM 337932107 107,730 17,972 20.02 3,428 23.31 0.1966
2017-01-25 2016-12-31 13F FirstEnergy COM 337932107 89,758 690 0.77 2,780 -5.63 0.1813
2016-10-26 2016-09-30 13F FirstEnergy COM 337932107 89,068 854 0.97 2,946 -4.35 0.1885
2016-07-20 2016-06-30 13F FirstEnergy COM 337932107 88,214 842 0.96 3,080 -2.00 0.2104
2016-05-09 2016-03-31 13F FirstEnergy COM 337932107 87,372 812 0.94 3,143 14.42 0.2531
2016-02-04 2015-12-31 13F FirstEnergy COM 337932107 86,560 858 1.00 2,747 2.39 0.2261
2015-10-30 2015-09-30 13F FirstEnergy COM 337932107 85,702 869 1.02 2,683 -2.83 0.2200
2015-08-12 2015-06-30 13F FirstEnergy COM 337932107 84,833 2,823 3.44 2,761 -3.97 0.2085
2015-05-12 2015-03-31 13F FirstEnergy COM 337932107 82,010 15,794 23.85 2,875 11.35 0.2141
2015-02-12 2014-12-31 13F FirstEnergy COM 337932107 66,216 824 1.26 2,582 17.63 0.2279
2014-11-14 2014-09-30 13F FirstEnergy COM 337932107 65,392 4,830 7.98 2,195 4.37 0.2073
2014-08-13 2014-06-30 13F FirstEnergy COM 337932107 60,562 861 1.44 2,103 3.49 0.2032
2014-05-14 2014-03-31 13F FirstEnergy COM 337932107 59,701 1,285 2.20 2,032 5.45 0.2055
2014-02-13 2013-12-31 13F FirstEnergy COM 337932107 58,416 4,243 7.83 1,927 -2.43 0.2125
2013-11-12 2013-09-30 13F/A-1 FirstEnergy COM 337932107 54,173 3,317 6.52 1,975 4.00 0.2323
2013-11-05 2013-09-30 13F FirstEnergy COM 337932107 54,173 1,975
2013-08-12 2013-06-30 13F FirstEnergy COM 337932107 50,856 50,856 1,899 0.3653
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.