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Charge Enterprises Ownership | Who Owns Charge Enterprises?

OverviewChartTranscripts

Charge Enterprises Ownership Summary

Charge Enterprises is owned by 6.24% institutional investors, and 93.76% retail investors. Weybosset research & management is the largest institutional shareholder, holding 0% of CRGE shares. iShares Russell 2000 ETF is the top mutual fund, with 1.53% of its assets in Charge Enterprises shares.

CRGE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCharge Enterprises6.24%-93.76%
SectorTechnology Stocks 52.37%10.59%37.04%
IdeaElectric Vehicle Stocks List18.74%15.53%65.73%
IdeaEV Charging Stocks List15.49%15.85%68.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Weybosset research & management---
Wellington wealth strategies, llc.---
Arena investors lp---
Xtx topco---
Williams jones wealth management, llc.---
Able wealth management---
Goldman sachs group---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Weybosset research & management---
Wellington wealth strategies, llc.---
Arena investors lp---
Xtx topco---
Williams jones wealth management, llc.---
Able wealth management---
Goldman sachs group---

Top Buyers

HolderShares% AssetsChange
Williams jones wealth management, llc.---15.00K
Wellington wealth strategies, llc.---26.00K
Able wealth management---95.81K
Weybosset research & management---175.00K
Xtx topco---206.41K

Top Sellers

HolderShares% AssetsChange
Arena investors lp---11.60M
Goldman sachs group---596.85K
Xtx topco---206.41K
Weybosset research & management---175.00K
Able wealth management---95.81K

Sold Out

HolderChange
Williams jones wealth management, llc.-15.00K
Wellington wealth strategies, llc.-26.00K
Able wealth management-95.81K
Weybosset research & management-175.00K
Xtx topco-206.41K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20247-89.39%12,717,302-67.31%61.89%4-86.67%--100.00%
Dec 31, 202366-38,907,6937.50%186.28%3011.11%14-22.22%
Sep 30, 202366-4.35%36,192,5031.59%175.74%27-20.59%18-5.26%
Jun 30, 202369-1.43%35,627,3581.89%176.03%3413.33%19-24.00%
Mar 31, 202370-34,965,02312.23%166.80%30-36.17%25108.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Russell 2000 ETF3.28M1.53%-59.85K
Vanguard Total Stock Mkt Idx Inv2.55M1.18%-
Vanguard Institutional Extnd Mkt Idx Tr1.36M0.63%-
Fidelity Small Cap Index1.21M0.56%-
iShares Russell 2000 Growth ETF1.16M0.54%1.36K
State St Russell Sm/Mid Cp® Indx NL Cl C689.11K0.32%-
Fidelity Extended Market Index676.33K0.31%-1.70K
Schwab US Small-Cap ETF™578.79K0.27%-
State St Russell Sm Cap® Indx SL Cl I519.98K0.24%-
Vanguard Russell 2000 ETF448.98K0.21%10.03K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 14, 2023JACOBS GARY N-Buy$1.86K
Sep 14, 2023Biehl James CLO, CCO, SecretaryBuy$6.80K
Sep 08, 2023Scala Philip-Buy$21.12K
Sep 11, 2023JACOBS GARY N-Buy$2.80K
Sep 08, 2023Schweller Leah CFOBuy$14.40K

Insider Transactions Trends

DateBuySell
2024 Q2--
2023 Q4--
2023 Q38-
2023 Q219-
2023 Q1-1

CRGE Ownership FAQ

Who owns the most shares of Charge Enterprises?

Charge Enterprises’s largest shareholders are Weybosset research & management (0 shares, 0%), Wellington wealth strategies, llc. (0 shares, 0%), and Arena investors lp (0 shares, 0%). Together, they hold 0% of Charge Enterprises’s total shares outstanding.

Does Blackrock own Charge Enterprises?

BlackRock is not among the top 10 institutional shareholders of Charge Enterprises.

Who is Charge Enterprises’s biggest shareholder by percentage of total assets invested?

Weybosset research & management is Charge Enterprises’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Charge Enterprises shares, valued at 0$.

Who is the top mutual fund holder of Charge Enterprises shares?

iShares Russell 2000 ETF is the top mutual fund holder of Charge Enterprises shares, with 1.53% of its total shares outstanding invested in 3.28M Charge Enterprises shares.

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