Filing Research | FE - FIRSTENERGY CORP Institutional Holdings

Snapshot holdings

50 / 228 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	869.1KSH	$41.3M
2	Assenagon Asset Management S.A.	Shares	495.3KSH	$23.5M
3	Portman Square Capital LLP	PUT	477.9KSH	$22.7M
4	Envestnet Portfolio Solutions, Inc.	Shares	358.8KSH	$17.1M
5	FIRST CITIZENS BANK & TRUST CO	Shares	338.9KSH	$16.1M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	304.9KSH	$14.5M
7	DAVENPORT & Co LLC	Shares	173.0KSH	$8.2M
8	IFM Investors Pty Ltd	Shares	155.2KSH	$7.4M
9	Czech National Bank	Shares	148.2KSH	$7.0M
10	Stablepoint Partners, LLC	Shares	135.5KSH	$6.4M
11	CoreCap Advisors, LLC	Shares	120.5KSH	$5.7M
12	Mirae Asset Global Investments Co., Ltd.	Shares	117.7KSH	$5.6M
13	Slocum, Gordon & Co LLP	Shares	107.2KSH	$5.1M
14	Police & Firemen's Retirement System of New Jersey	Shares	82.7KSH	$3.9M
15	FULTON BANK, N.A.	Shares	79.7KSH	$3.8M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	78.8KSH	$3.7M
17	SVB WEALTH LLC	Shares	77.7KSH	$3.7M
18	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	72.2KSH	$3.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.3KSH	$3.3M
20	Sowell Financial Services LLC	Shares	69.8KSH	$3.3M
21	AdvisorNet Financial, Inc	Shares	60.2KSH	$2.9M
22	Raleigh Capital Management Inc.	Shares	56.5KSH	$2.7M
23	BENJAMIN EDWARDS INC	Shares	56.2KSH	$2.7M
24	Sequoia Financial Advisors, LLC	Shares	54.2KSH	$2.6M
25	Kohmann Bosshard Financial Services, LLC	Shares	47.8KSH	$2.3M
26	ABN AMRO INVESTMENT SOLUTIONS	Shares	47.3KSH	$2.2M
27	Merit Financial Group, LLC	Shares	44.5KSH	$2.1M
28	Linden Thomas Advisory Services, LLC	Shares	44.2KSH	$2.1M
29	Hennion & Walsh Asset Management, Inc.	Shares	43.2KSH	$2.1M
30	First Bank & Trust	Shares	42.6KSH	$2.0M
31	Y-Intercept (Hong Kong) Ltd	Shares	42.4KSH	$2.0M
32	United Asset Strategies, Inc.	Shares	37.7KSH	$1.8M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	36.6KSH	$1.7M
34	MIZUHO SECURITIES USA LLC	Shares	31.4KSH	$1.6M
35	Canada Post Corp Registered Pension Plan	Shares	33.4KSH	$1.6M
36	Harrison Street Private Wealth LLC	Shares	32.4KSH	$1.5M
37	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	28.8KSH	$1.4M
38	HARTFORD INVESTMENT MANAGEMENT CO	Shares	28.6KSH	$1.4M
39	Louisiana State Employees Retirement System	Shares	26.6KSH	$1.3M
40	RIA Advisory Group LLC	Shares	24.4KSH	$1.2M
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	23.3KSH	$1.1M
42	Crossmark Global Holdings, Inc.	Shares	23.2KSH	$1.1M
43	Spire Wealth Management	Shares	22.5KSH	$1.1M
44	EQUITABLE TRUST CO	Shares	21.1KSH	$1.0M
45	Oak Thistle LLC	Shares	20.9KSH	$992.5K
46	D.A. DAVIDSON & CO.	Shares	20.5KSH	$976.9K
47	Farther Finance Advisors, LLC	Shares	20.4KSH	$968.8K
48	ARVEST INVESTMENTS, INC.	Shares	20.1KSH	$956.6K
49	Fideuram Asset Management (Ireland) dac	Shares	20.0KSH	$946.2K
50	Avanza Fonder AB	Shares	19.3KSH	$918.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 249 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+487.3K	+$23.1M	$23.5M
2	CoreCap Advisors, LLC added	Shares	+115.4K	+$5.5M	$5.7M
3	Slocum, Gordon & Co LLP new	Shares	+107.2K	+$5.1M	$5.1M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+42.4K	+$2.0M	$2.0M
5	DAVENPORT & Co LLC added	Shares	+44.1K	+$1.7M	$8.2M
6	Spire Wealth Management added	Shares	+20.9K	+$987.3K	$1.1M
7	Harrison Street Private Wealth LLC added	Shares	+21.3K	+$977.4K	$1.5M
8	J.W. COLE ADVISORS, INC. new	Shares	+17.9K	+$853.0K	$853.0K
9	Avanza Fonder AB added	Shares	+16.8K	+$793.0K	$918.7K
10	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+16.1K	+$668.9K	$2.2M
11	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+11.6K	+$538.2K	$762.2K
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+15.5K	+$418.2K	$5.6M
13	AdvisorNet Financial, Inc added	Shares	+10.7K	+$353.7K	$2.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.5K	+$353.1K	$3.3M
15	Union Bancaire Privee, UBP SA new	Shares	+4.0K	+$194.1K	$194.1K
16	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+5.1K	+$166.7K	$1.4M
17	First Bank & Trust added	Shares	+5.5K	+$144.2K	$2.0M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.1K	+$121.0K	$544.2K
19	Raleigh Capital Management Inc. added	Shares	+5.5K	+$101.7K	$2.7M
20	Ballentine Partners, LLC added	Shares	+2.0K	+$81.5K	$300.6K
21	SBI Okasan Asset Management Co.Ltd. new	Shares	+1.3K	+$64.3K	$64.3K
22	BENJAMIN EDWARDS INC added	Shares	+4.6K	+$60.1K	$2.7M
23	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+1.1K	+$50.6K	$50.6K
24	Confluence Wealth Services, Inc. added	Shares	+1.4K	+$35.9K	$513.7K
25	RIA Advisory Group LLC added	Shares	+2.2K	+$33.8K	$1.2M
26	Kennebec Savings Bank new	Shares	+600	+$28.5K	$28.5K
27	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.6K	+$27.8K	$773.4K
28	Everhart Financial Group, Inc. added	Shares	+1.3K	+$23.8K	$665.6K
29	True Wealth Design, LLC added	Shares	+503	+$23.4K	$32.0K
30	SJS Investment Consulting Inc. added	Shares	+518	+$22.4K	$58.7K
31	Lantz Financial LLC added	Shares	+1.1K	+$19.4K	$529.2K
32	ELEVATION WEALTH PARTNERS, LLC new	Shares	+400	+$19.0K	$19.0K
33	D.A. DAVIDSON & CO. added	Shares	+1.6K	+$16.8K	$976.9K
34	Tema ETFs LLC added	Shares	+1.0K	+$16.0K	$539.8K
35	Sunpointe, LLC added	Shares	+597	+$9.6K	$315.1K
36	Barnes Dennig Private Wealth Management LLC new	Shares	+184	+$8.7K	$8.7K
37	IRON Financial LLC added	Shares	+1.2K	+$6.4K	$865.7K
38	Byrne Asset Management LLC new	Shares	+130	+$6.2K	$6.2K
39	LifeSteps Financial, Inc. new	Shares	+125	+$5.9K	$5.9K
40	MassMutual Private Wealth & Trust, FSB added	Shares	+166	+$5.2K	$49.5K
41	Trust Co new	Shares	+66	+$3.1K	$3.1K
42	Bogart Wealth, LLC added	Shares	+69	+$2.9K	$9.5K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+48	+$2.8K	$32.6K
44	Sachetta, LLC added	Shares	+129	+$2.7K	$58.6K
45	Creative Capital Management Investments LLC new	Shares	+47	+$2.2K	$2.2K
46	Crewe Advisors LLC new	Shares	+46	+$2.2K	$2.2K
47	Keudell/Morrison Wealth Management added	Shares	+693	+$2.0K	$505.2K
48	Blue Trust, Inc. added	Shares	+65	+$1.9K	$21.9K
49	JFS WEALTH ADVISORS, LLC added	Shares	+311	+$1.5K	$217.0K
50	LRI Investments, LLC new	Shares	+26	+$1.2K	$1.2K

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