UniSuper Management 13F: Cuts FirstEnergy (FE) Stake by $12M

In a filing on October 26, 2026, UniSuper Management cut its stake in FirstEnergy Corp. (FE) by 280,195 shares, reducing its total holdings to 891,680 shares. This decrease represents a 23.9% drop in their position, valued at approximately $38.6 million based on the stock's recent price.

FE FirstEnergy Corp.

$46.10 ▲ +4.92% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where FirstEnergy Fits in UniSuper Management's Portfolio

FirstEnergy now makes up 0.34% of UniSuper's total reported value of around $11.49 billion, ranking 41 out of 636 positions in their portfolio.

Other Institutional Activity in FirstEnergy

Blackstone Inc. holds 28,832,099 shares of FirstEnergy, valued at about $1.33 billion. Boston Partners added 855,911 shares, bringing its total to 18,467,247 shares worth approximately $852.8 million. Allspring Global Investments Holdings, LLC grew its stake by 884,514 shares, totaling 10,856,482 shares valued at about $501.4 million.

FirstEnergy Corp. Stock Down 0.7%

FirstEnergy shares closed at $46.18 on October 26, 2026, just slightly below the recent trading price of $46.15 as of October 27. The stock is currently about 11.8% below its 52-week high of $52.34, while it remains 8.2% above its 52-week low of $42.67.

Recent Earnings

FirstEnergy reported trailing twelve-month revenue of approximately $15.64 billion, with an earnings per share (EPS) of $1.87. The company's next earnings report is scheduled for October 27, 2026.

Dividend

FirstEnergy Corp. pays an annual dividend of $1.86 per share, yielding about 4.03% based on recent share prices, with a payout ratio of 96.3%.

Insider Buying and Selling at FirstEnergy Corp.

Several insiders sold shares earlier this year, including Officer Jason Lisowski, who sold 4,372 shares at an average price of $50.84 on March 6, 2026, totaling about $222,308. Officer K Jon Taylor sold 26,800 shares at $50.94 on March 10, 2026, valued at approximately $1.37 million. Director James Francis O'Neil III sold 7,945 shares at $50.60 on March 11, 2026, for about $402,041.

Analysts Set New Price Targets

On October 26, 2026, BMO Capital maintained an Outperform rating on FirstEnergy Corp. with a price target of $50. This follows previous ratings from HSBC, which initiated coverage with a Buy rating and a target of $50, and JP Morgan, which maintained a Neutral rating with a target of $50. The consensus rating from analysts is a Buy, with a target mean price of approximately $50.54 based on 13 opinions.

About FirstEnergy

FirstEnergy Corp. is a utility company based in Akron, Ohio, involved in generating, distributing, and transmitting electricity. It operates through various segments, including coal-fired, nuclear, hydroelectric, wind, and solar power facilities, serving millions of customers in the United States.

Bottom Line

Investors will be watching FirstEnergy's upcoming earnings report on October 27, 2026, for further insights into the company's performance. Additionally, keep an eye on future filings from UniSuper Management and other institutional investors regarding their positions in FirstEnergy.