FirstEnergy Corp.
MX ˙ BMV ˙ US3379321074
SecurityMX:FE / FirstEnergy Corp.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership22,933 shares
Latest Disclosed Value $ 1,161,805
Independent Advisor Alliance reports 0.17% decrease in ownership of FE / FirstEnergy Corp.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 22,933 shares of FirstEnergy Corp. (MX:FE) valued at $1,161,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 22,973 shares of FirstEnergy Corp.. This represents a change in shares of -0.17% 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)
2026-05-12 2026-03-31 13F FIRSTENERGY COM 337932107 22,933 -40 -0.17 1,162 12.94 0.0071
2026-02-04 2025-12-31 13F FIRSTENERGY COM 337932107 22,973 -252 -1.09 1,028 -3.38 0.0250
2025-11-04 2025-09-30 13F FIRSTENERGY COM 337932107 23,225 236 1.03 1,064 15.03 0.0277
2025-08-11 2025-06-30 13F FIRSTENERGY COM 337932107 22,989 241 1.06 926 0.65 0.0267
2025-05-12 2025-03-31 13F FIRSTENERGY COM 337932107 22,748 135 0.60 919 2.22 0.0304
2025-02-07 2024-12-31 13F FIRSTENERGY COM 337932107 22,613 2,632 13.17 900 1.47 0.0119
2024-11-13 2024-09-30 13F FIRSTENERGY COM 337932107 19,981 -370 -1.82 886 13.88 0.0323
2024-08-12 2024-06-30 13F FIRSTENERGY COM 337932107 20,351 -151 -0.74 779 -1.64 0.0267
2024-05-08 2024-03-31 13F FIRSTENERGY COM 337932107 20,502 0 0.00 792 5.33 0.0286
2024-02-08 2023-12-31 13F FIRSTENERGY COM 337932107 20,502 -228 -1.10 752 6.07 0.0271
2023-10-24 2023-09-30 13F FIRSTENERGY COM 337932107 20,730 15,015 262.73 709 218.92 0.0320
2023-07-28 2023-06-30 13F FIRSTENERGY COM 337932107 5,715 187 3.38 222 0.45 0.0098
2023-05-12 2023-03-31 13F FIRSTENERGY COM 337932107 5,528 5,528 221 0.0107
2023-02-13 2022-12-31 13F FIRSTENERGY COM 337932107 0 -20,595 -100.00 0 -100.00
2022-11-04 2022-09-30 13F FIRSTENERGY COM 337932107 20,595 -3,560 -14.74 762 -17.80 0.0444
2022-08-04 2022-06-30 13F FIRSTENERGY COM 337932107 24,155 13,740 131.93 927 93.93 0.0518
2022-05-06 2022-03-31 13F FIRSTENERGY COM 337932107 10,415 3,646 53.86 478 69.50 0.0230
2022-02-11 2021-12-31 13F FIRSTENERGY COM 337932107 6,769 -495 -6.81 282 8.88 0.0139
2021-11-01 2021-09-30 13F FIRSTENERGY COM 337932107 7,264 -217 -2.90 259 -6.83 0.0144
2021-08-12 2021-06-30 13F FIRSTENERGY COM 337932107 7,481 -623 -7.69 278 -1.07 0.0152
2021-05-14 2021-03-31 13F FIRSTENERGY COM 337932107 8,104 -1,781 -18.02 281 -7.26 0.0167
2021-02-11 2020-12-31 13F FIRSTENERGY COM 337932107 9,885 -1,797 -15.38 303 -9.55 0.0206
2020-11-04 2020-09-30 13F FIRSTENERGY COM 337932107 11,682 -3,029 -20.59 335 -41.23 0.0254
2020-08-06 2020-06-30 13F FIRSTENERGY COM 337932107 14,711 1,739 13.41 570 9.62 0.0610
2020-05-14 2020-03-31 13F FIRSTENERGY COM 337932107 12,972 829 6.83 520 -11.86 0.0757
2020-02-07 2019-12-31 13F FIRSTENERGY COM 337932107 12,143 -62 -0.51 590 0.17 0.0257
2019-11-12 2019-09-30 13F FIRSTENERGY COM 337932107 12,205 2,357 23.93 589 39.57 0.0719
2019-08-12 2019-06-30 13F FIRSTENERGY COM 337932107 9,848 3,080 45.51 422 49.65 0.0611
2019-05-07 2019-03-31 13F FIRSTENERGY COM 337932107 6,768 6,768 282 0.0397
2017-05-09 2017-03-31 13F FIRSTENERGY Common Stock 337932107 0 -2,009 -100.00 0 -100.00
2017-02-15 2016-12-31 13F FIRSTENERGY Common Stock 337932107 2,009 2,009 60 0.0235
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.