FE at a glance
FirstEnergy (FE, SEC CIK 1031296) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), FirstEnergy (FE) reported revenue of $15.1 billion (up 12.0% from FY2024) and net income of $1.0 billion. Diluted EPS was $1.76.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding FirstEnergy (FE) shares worth $12.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.1B
- +12.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 47 funds
- $12.5B · +4 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue and profit details not disclosed in provided MD&A excerpt
- Transmission ROE impacted by Sixth Circuit ruling; ATSI recorded $46M pre-tax charge related to ROE incentive refunds
- Stand-Alone Transmission segment affected by $42M charge within Transmission Revenues
- FERC audit concluded, $105M transmission costs reclassified to operating expenses fully recovered by 2024
- Management highlights regulatory risks from evolving FERC rules, EPA environmental regulations, and transmission planning complaints
Business Overview
- Core business: transmission, distribution, and generation of electricity serving over 6 million customers across Midwest and Mid-Atlantic with $21.3B total rate base
- New emphasis: consolidation of PA Companies into a single entity FE PA as of Jan 1, 2024 for regulatory simplification
- Strategic shift: major transmission project awards via new joint ventures Valley Link ($3B total, $1B FE share) and Grid Growth ($1B total, $448M FE share) in 2025-26 expanding transmission footprint
- Quantitative metric: total rate base $21.3B, 24,000+ miles transmission lines, 4,618 employees at service company, with 70 MW new solar and 1,200 MW gas combined cycle planned investments
- Noteworthy fact: sale of 33⅓% equity in coal-related Global Holding joint venture for $47.5M in July 2025 signaling move away from coal investments
AI summary of the FE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $3,678M, up $298M or 9% YoY
- Earnings attributable to FE $288M, up 7% YoY from $268M
- Stand-Alone Transmission strongest segment: revenue $544M, up $88M; earnings $97M, up $22M
- Distribution weakest segment: earnings $143M, down $18M; effective tax rate 18.8% vs 21.1%
- JCP&L base rate case filing expected August 2026; higher investigation, litigation, maintenance, and interest costs as headwinds
Risk Factors
- No risk-factors section provided in the submitted text
- No new or changed risks identifiable from the excerpt
- JCP&L 4.600% senior notes due 2030 disclosed as a newly filed debt instrument
- FirstEnergy credit agreement dated April 28, 2026 disclosed as a newly filed financing agreement
AI summary of the FE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 results announced for periods ended June 30, 2026
- Detailed financial figures and management commentary contained in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- FirstEnergy released 2Q 2026 strategic and financial highlights through Exhibit 99.2 and its Investor Relations website
- Exhibit 99.2 contains the substantive quarterly performance and strategy information investors should review
Item EX-99.1: Item EX-99.1
- Q2 GAAP EPS $0.50 vs $0.46; revenue $3.7B vs $3.4B, signaling modest operating improvement
- 2026 Core EPS guidance reaffirmed at $2.62–$2.82, reducing near-term earnings uncertainty
Item 7.01: Regulation FD Disclosure
- Updated investor presentation published June 1, 2026, covering FirstEnergy’s strategic and regulatory developments
- Exhibit 99.1 contains the substantive investor materials and may include information material to valuation and regulatory outlook
Item 1.01: Entry into a Material Definitive Agreement
- Fifth LLC Agreement extends FirstEnergy–Brookfield governance rights to Valley Link and Grid Growth transmission joint ventures
- FirstEnergy retains 50.1% of FET; Brookfield investor retains 49.9%, with ownership and board structure unchanged
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders elected all nine director nominees for terms expiring in 2027
- Paul Kaleta faced strongest opposition, with 64,993,434 votes against
AI summaries of FE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FE
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- Fund moves. Which tracked funds opened, added or cut FE, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KALETA PAUL J | A | Oct 5, 2026 | 986 | - |
| Hicks Lisa Winston | A | Oct 1, 2026 | 986 | - |
| ONEIL JAMES F | A | Oct 1, 2026 | 986 | - |
| Turner Leslie M | A | Oct 1, 2026 | 986 | - |
| Croom Jana T | A | Oct 1, 2026 | 986 | - |
| SOMERHALDER JOHN W II | A | Oct 1, 2026 | 986 | $43.10 |
| DEMETRIOU STEVEN J. | A | Oct 1, 2026 | 986 | - |
| Turner Leslie M | A | Jul 1, 2026 | 898 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $12.9B | $13.5B | $15.1B |
| Operating Income | $2.3B | $2.4B | $2.2B |
| Net Income | - | $978.0M | $1.0B |
| Op. Margin | 17.6% | 17.6% | 14.6% |
| Net Margin | - | 7.3% | 6.8% |
| Balance Sheet | |||
| Total Assets | $48.8B | $52.0B | $55.9B |
| Equity | $10.4B | $12.5B | $12.5B |
| ROE | - | 7.9% | 8.2% |
| Per Share | |||
| EPS | $1.92 | $1.70 | $1.76 |
| Cash Flow | |||
| Operating CF | $1.4B | $2.9B | $3.7B |
Source: XBRL data in FirstEnergy (FE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $12.52B |
| Q1 2026 | 43 | $13.67B |
| Q4 2025 | 42 | $11.97B |
| Q3 2025 | 44 | $12.71B |
| Q2 2025 | 40 | $10.73B |
| Q1 2025 | 37 | $8.38B |
| Q4 2024 | 35 | $7.61B |
| Q3 2024 | 31 | $4.74B |
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- AQR Capital Management+399.3K (+40%)
- Wells Fargo & Co+343.9K (+13%)
- Millennium Management−7.08M (-69%)
- FMR LLC (Fidelity)−1.27M (-36%)
- D.E. Shaw & Co−984.7K (-83%)
- Franklin Resources−864.2K (-18%)
- Morgan Stanley−794.0K (-7%)
- Two Sigma Investments−106.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 319 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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FE SEC filings: frequently asked questions
Which institutions hold FE stock?
As of June 30, 2026, the largest FirstEnergy (FE) holders among the 13F filers tracked by SignalX were BlackRock ($2.4 billion), State Street Corp ($1.9 billion), Vanguard Capital Management LLC ($1.7 billion), Blackstone Group ($1.4 billion), Vanguard Portfolio Management LLC ($1.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), FirstEnergy (FE) reported revenue of $15.1 billion (up 12.0% from FY2024) and net income of $1.0 billion. Diluted EPS was $1.76. The figures come from the XBRL data in the 10-K.
What did FE report in its latest 8-K?
FirstEnergy (FE) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 and first-half 2026 results announced for periods ended June 30, 2026.
What are the latest FE SEC filings?
FirstEnergy (FE) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on October 5, 2026.
What is FE's SEC CIK number?
FirstEnergy (FE)'s SEC Central Index Key (CIK) is 1031296. EDGAR lists every FE filing under that number.
Ask anything about FE
The research agent reads FE's filings, financials, insider trades and 13F holders, then answers with sources.