FirstEnergy (NYSE: FE) reported third-quarter 2026 GAAP earnings of $557 million, or $0.96 per basic and diluted share, on revenue of $4.6 billion. Third-quarter 2025 GAAP earnings were $441 million, or $0.76 per share, on revenue of $4.1 billion.
For the first nine months of 2026, the company reported GAAP earnings of $1.3 billion, or $2.16 per basic and diluted share, on revenue of $12.4 billion. FirstEnergy reaffirmed its 2026 Core Earnings guidance range of $2.62 to $2.82 per share.
- Third-quarter Core Earnings, a non-GAAP measure, were $0.98 per share, compared with $0.83 per share a year earlier.
- Year-to-date Core Earnings were $2.20 per share, up 9% from $2.02 per share in the same period of 2025.
- FirstEnergy deployed $4.9 billion during the first nine months of 2026 for its Energize365 capital investment plan.
- The company reported 7.9 gigawatts of contracted demand from large-load customers and is negotiating approximately 4 additional gigawatts of load.
$FE Hedge Fund Activity
We have seen 498 institutional investors add shares of $FE stock to their portfolio, and 369 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 7,078,454 shares (-69.4%) from their portfolio in Q2 2026, for an estimated $336,509,703
- JPMORGAN CHASE & CO added 5,673,358 shares (+inf%) to their portfolio in Q2 2026, for an estimated $269,711,439
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,702,636 shares (+inf%) to their portfolio in Q2 2026, for an estimated $176,023,315
- VICTORY CAPITAL MANAGEMENT INC removed 2,416,677 shares (-43.9%) from their portfolio in Q2 2026, for an estimated $114,888,824
- BROOKFIELD CORP /ON/ removed 2,269,495 shares (-86.6%) from their portfolio in Q2 2026, for an estimated $107,891,792
- MARSHALL WACE, LLP added 1,685,141 shares (+3600.0%) to their portfolio in Q2 2026, for an estimated $80,111,603
- FMR LLC removed 1,268,206 shares (-36.1%) from their portfolio in Q2 2026, for an estimated $60,290,513
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FE Congressional Stock Trading
Members of Congress have traded $FE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FE stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
