FirstEnergy Corp.
MX ˙ BMV ˙ US3379321074
SecurityMX:FE / FirstEnergy Corp.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership10,570 shares
Latest Disclosed Value $ 535,478
EP Wealth Advisors, Inc. reports 0.91% decrease in ownership of FE / FirstEnergy Corp.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 10,570 shares of FirstEnergy Corp. (MX:FE) valued at $535,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 10,667 shares of FirstEnergy Corp.. This represents a change in shares of -0.91% 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 10,570 -97 -0.91 535 12.16 0.0026
2026-02-18 2025-12-31 13F FIRSTENERGY COM 337932107 10,667 -2,979 -21.83 478 -13.11 0.0025
2025-08-14 2025-06-30 13F FirstEnergy COM 337932107 13,646 -200 -1.44 549 -1.79 0.0036
2025-05-15 2025-03-31 13F FIRSTENERGY COM 337932107 13,846 1,583 12.91 560 14.78 0.0045
2025-02-14 2024-12-31 13F FIRSTENERGY COM 337932107 12,263 2,438 24.81 488 11.95 0.0040
2024-11-15 2024-09-30 13F FIRSTENERGY COM 337932107 9,825 1,889 23.80 436 43.56 0.0037
2024-08-19 2024-06-30 13F FirstEnergy COM 337932107 7,936 220 2.85 304 2.02 0.0032
2024-05-14 2024-03-31 13F FIRSTENERGY COM 337932107 7,716 207 2.76 298 8.00 0.0035
2024-02-28 2023-12-31 13F FirstEnergy COM 337932107 7,509 134 1.82 275 9.13 0.0035
2023-11-24 2023-09-30 13F FIRSTENERGY COM 337932107 7,375 -1,656 -18.34 252 -13.99 0.0039
2023-08-14 2023-06-30 13F FIRSTENERGY COM 337932107 9,031 6,258 225.68 294 -53.71 0.0042
2023-06-05 2023-03-31 13F FIRSTENERGY COM 337932107 2,773 -7,624 -73.33 633 45.18 0.0109
2023-06-12 2022-12-31 13F FIRSTENERGY COM 337932107 10,397 10,397 436 0.0079
2022-12-02 2022-09-30 13F FIRSTENERGY COM 337932107 0 -8,088 -100.00 0 -100.00
2022-08-11 2022-06-30 13F FIRSTENERGY COM 337932107 8,088 437 5.71 311 -11.40 0.0070
2022-05-20 2022-03-31 13F FIRSTENERGY COM 337932107 7,651 86 1.14 351 11.43 0.0077
2022-02-17 2021-12-31 13F FIRSTENERGY COM 337932107 7,565 -406 -5.09 315 10.92 0.0074
2021-11-23 2021-09-30 13F/A-1 FIRSTENERGY COM 337932107 7,971 -3,205 -28.68 284 -31.73 0.0078
2021-11-16 2021-09-30 13F FIRSTENERGY COM 337932107 2,033 -9,143 284 0.0078
2021-08-24 2021-06-30 13F FIRSTENERGY COM 337932107 11,176 -2,506 -18.32 416 -12.42 0.0115
2021-05-17 2021-03-31 13F FIRSTENERGY COM 337932107 13,682 -1,004 -6.84 475 5.56 0.0151
2021-02-18 2020-12-31 13F FIRSTENERGY COM 337932107 14,686 -3,475 -19.13 450 -13.63 0.0158
2020-11-17 2020-09-30 13F FIRSTENERGY COM 337932107 18,161 1,880 11.55 521 -17.43 0.0224
2020-08-14 2020-06-30 13F FIRSTENERGY COM 337932107 16,281 -2,510 -13.36 631 -16.20 0.0269
2020-05-18 2020-03-31 13F FIRSTENERGY COM 337932107 18,791 -876 -4.45 753 -21.23 0.0369
2020-02-14 2019-12-31 13F FIRSTENERGY COM 337932107 19,667 184 0.94 956 1.70 0.0394
2019-11-18 2019-09-30 13F FIRSTENERGY COM 337932107 19,483 1,190 6.51 940 20.05 0.0466
2019-08-27 2019-06-30 13F FIRSTENERGY COM 337932107 18,293 -1,317 -6.72 783 -4.04 0.0489
2019-05-20 2019-03-31 13F FIRSTENERGY COM 337932107 19,610 -207 -1.04 816 9.68 0.0785
2019-02-15 2018-12-31 13F FIRSTENERGY COM 337932107 19,817 -761 -3.70 744 -2.75 0.0574
2018-11-15 2018-09-30 13F FIRSTENERGY COM 337932107 20,578 20,578 765 0.0598
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.