FirstEnergy Corp.
MX ˙ BMV ˙ US3379321074
SecurityMX:FE / FirstEnergy Corp.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership4,565 shares
Latest Disclosed Value $ 231,263
Valeo Financial Advisors, LLC reports 35.26% decrease in ownership of FE / FirstEnergy Corp.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 4,565 shares of FirstEnergy Corp. (MX:FE) valued at $231,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,051 shares of FirstEnergy Corp.. This represents a change in shares of -35.26% 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)
2026-05-08 2026-03-31 13F FIRSTENERGY Stock 337932107 4,565 -2,486 -35.26 231 -26.67 0.0055
2026-02-04 2025-12-31 13F FIRSTENERGY Stock 337932107 7,051 533 8.18 316 5.70 0.0070
2025-11-03 2025-09-30 13F FIRSTENERGY Stock 337932107 6,518 74 1.15 299 15.06 0.0068
2025-09-12 2025-06-30 13F/A-1 FIRSTENERGY Stock 337932107 6,444 277 4.49 259 4.02 0.0064
2025-07-22 2025-06-30 13F FIRSTENERGY Stock 337932107 6,444 277 259 0.0062
2025-04-30 2025-03-31 13F FIRSTENERGY Stock 337932107 6,167 -10 -0.16 249 1.63 0.0069
2025-01-30 2024-12-31 13F FIRSTENERGY Stock 337932107 6,177 43 0.70 246 -9.93 0.0068
2024-10-10 2024-09-30 13F FIRSTENERGY Stock 337932107 6,134 204 3.44 272 20.35 0.0078
2024-07-10 2024-06-30 13F FIRSTENERGY Stock 337932107 5,930 48 0.82 227 0.44 0.0071
2024-04-25 2024-03-31 13F/A-1 FIRSTENERGY Stock 337932107 5,882 5,882 225 0.0081
2024-04-19 2024-03-31 13F FIRSTENERGY Stock 337932107 5,882 5,882 227 0.0078
2021-07-22 2021-06-30 13F FIRSTENERGY Stock 337932107 0 -2,289 -100.00 0 -100.00
2021-04-12 2021-03-31 13F FIRSTENERGY Stock 337932107 2,289 0 0.00 79 12.86 0.0037
2021-02-11 2020-12-31 13F FIRSTENERGY Stock 337932107 2,289 -151 -6.19 70 0.00 0.0036
2020-10-28 2020-09-30 13F FIRSTENERGY Stock 337932107 2,440 -188 -7.15 70 -31.37 0.0061
2020-07-20 2020-06-30 13F FIRSTENERGY Stock 337932107 2,628 280 11.93 102 -2.86 0.0093
2020-04-13 2020-03-31 13F FIRSTENERGY Stock 337932107 2,348 -2 -0.09 105 -7.89 0.0112
2020-01-24 2019-12-31 13F FIRSTENERGY Stock 337932107 2,350 4 0.17 114 0.88 0.0111
2019-10-15 2019-09-30 13F FIRSTENERGY Stock 337932107 2,346 4 0.17 113 13.00 0.0125
2019-07-10 2019-06-30 13F FIRSTENERGY Stock 337932107 2,342 -76 -3.14 100 -0.99 0.0115
2019-04-12 2019-03-31 13F FIRSTENERGY Stock 337932107 2,418 -1,346 -35.76 101 -28.37 0.0123
2019-01-30 2018-12-31 13F FIRSTENERGY Stock 337932107 3,764 5 0.13 141 0.71 0.0198
2018-11-01 2018-09-30 13F FIRSTENERGY Stock 337932107 3,759 1,920 104.40 140 108.96 0.0189
2018-08-14 2018-06-30 13F FIRSTENERGY Stock 337932107 1,839 5 0.27 67 8.06 0.0094
2018-04-12 2018-03-31 13F FIRSTENERGY Stock 337932107 1,834 1,387 310.29 62 342.86 0.0099
2018-02-09 2017-12-31 13F FIRSTENERGY CORP COM Stock 337932107 447 5 1.13 14 0.00 0.0023
2017-11-15 2017-09-30 13F/A-1 FIRSTENERGY CORP COM Stock 337932107 442 442 14 0.0032
2017-11-14 2017-09-30 13F FIRSTENERGY CORP COM Stock 337932107 442 14
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.