Energy Focus Ownership 2024 | Who Owns Energy Focus Now?
Institutional Ownership
2.28%
Insider Ownership
23.44%
Retail Ownership
74.28%
Institutional Holders
17.00
Energy Focus Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF AMERICA CORP /DE/ | - | - | - | -10 | -100.00% | - | Jun 30, 2023 |
WELLS FARGO & COMPANY/MN | - | - | - | -56 | -100.00% | - | Jun 30, 2023 |
VANGUARD GROUP INC | - | - | - | -81,557 | -100.00% | - | Jun 30, 2023 |
MORGAN STANLEY | - | - | - | -3,244 | -100.00% | - | Jun 30, 2023 |
WEDBUSH SECURITIES INC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -28,708 | -100.00% | - | Jun 30, 2023 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -12,608 | -100.00% | - | Jun 30, 2023 |
BLACKROCK INC. | - | - | - | -25,566 | -100.00% | - | Jun 30, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -11,580 | -100.00% | - | Jun 30, 2023 |
SIMPLICITY SOLUTIONS, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -10,506 | -100.00% | - | Jun 30, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -12,848 | -100.00% | - | Jun 30, 2023 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -12,028 | -100.00% | - | Jun 30, 2023 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -106,490 | -100.00% | - | Jun 30, 2023 |
BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF AMERICA CORP /DE/ | - | - | - | -10 | -100.00% | - | Jun 30, 2023 |
WELLS FARGO & COMPANY/MN | - | - | - | -56 | -100.00% | - | Jun 30, 2023 |
VANGUARD GROUP INC | - | - | - | -81,557 | -100.00% | - | Jun 30, 2023 |
MORGAN STANLEY | - | - | - | -3,244 | -100.00% | - | Jun 30, 2023 |
WEDBUSH SECURITIES INC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -28,708 | -100.00% | - | Jun 30, 2023 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -12,608 | -100.00% | - | Jun 30, 2023 |
BLACKROCK INC. | - | - | - | -25,566 | -100.00% | - | Jun 30, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -11,580 | -100.00% | - | Jun 30, 2023 |
SIMPLICITY SOLUTIONS, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -10,506 | -100.00% | - | Jun 30, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -12,848 | -100.00% | - | Jun 30, 2023 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -12,028 | -100.00% | - | Jun 30, 2023 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -106,490 | -100.00% | - | Jun 30, 2023 |
BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2023 |
BANK OF AMERICA CORP /DE/ | - | - | - | -10 | -100.00% | - | Jun 30, 2023 |
WELLS FARGO & COMPANY/MN | - | - | - | -56 | -100.00% | - | Jun 30, 2023 |
MORGAN STANLEY | - | - | - | -3,244 | -100.00% | - | Jun 30, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -10,506 | -100.00% | - | Jun 30, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -11,580 | -100.00% | - | Jun 30, 2023 |
WEDBUSH SECURITIES INC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2023 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -12,028 | -100.00% | - | Jun 30, 2023 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -12,608 | -100.00% | - | Jun 30, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -12,848 | -100.00% | - | Jun 30, 2023 |
BLACKROCK INC. | - | - | - | -25,566 | -100.00% | - | Jun 30, 2023 |
BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
SIMPLICITY SOLUTIONS, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -28,708 | -100.00% | - | Jun 30, 2023 |
VANGUARD GROUP INC | - | - | - | -81,557 | -100.00% | - | Jun 30, 2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -106,490 | -100.00% | - | Jun 30, 2023 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -106,490 | -100.00% | - | Jun 30, 2023 |
VANGUARD GROUP INC | - | - | - | -81,557 | -100.00% | - | Jun 30, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -28,708 | -100.00% | - | Jun 30, 2023 |
SIMPLICITY SOLUTIONS, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
BLACKROCK INC. | - | - | - | -25,566 | -100.00% | - | Jun 30, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -12,848 | -100.00% | - | Jun 30, 2023 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -12,608 | -100.00% | - | Jun 30, 2023 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -12,028 | -100.00% | - | Jun 30, 2023 |
WEDBUSH SECURITIES INC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -11,580 | -100.00% | - | Jun 30, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -10,506 | -100.00% | - | Jun 30, 2023 |
MORGAN STANLEY | - | - | - | -3,244 | -100.00% | - | Jun 30, 2023 |
WELLS FARGO & COMPANY/MN | - | - | - | -56 | -100.00% | - | Jun 30, 2023 |
BANK OF AMERICA CORP /DE/ | - | - | - | -10 | -100.00% | - | Jun 30, 2023 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2023 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -106,490 | -100.00% | - | Jun 30, 2023 |
VANGUARD GROUP INC | - | - | - | -81,557 | -100.00% | - | Jun 30, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -28,708 | -100.00% | - | Jun 30, 2023 |
SIMPLICITY SOLUTIONS, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -25,919 | -100.00% | - | Jun 30, 2023 |
BLACKROCK INC. | - | - | - | -25,566 | -100.00% | - | Jun 30, 2023 |
VIRTU FINANCIAL LLC | - | - | - | -12,848 | -100.00% | - | Jun 30, 2023 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -12,608 | -100.00% | - | Jun 30, 2023 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -12,028 | -100.00% | - | Jun 30, 2023 |
WEDBUSH SECURITIES INC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2023 |
TWO SIGMA SECURITIES, LLC | - | - | - | -11,580 | -100.00% | - | Jun 30, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -10,506 | -100.00% | - | Jun 30, 2023 |
MORGAN STANLEY | - | - | - | -3,244 | -100.00% | - | Jun 30, 2023 |
WELLS FARGO & COMPANY/MN | - | - | - | -56 | -100.00% | - | Jun 30, 2023 |
BANK OF AMERICA CORP /DE/ | - | - | - | -10 | -100.00% | - | Jun 30, 2023 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2023 |
Energy Focus Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FIDELITY COMMONWEALTH TRUST | 0.00% | 14,986 | - | - | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 57,357 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 81,557 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 63,555 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 27,093 | - | - | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 12,092 | -50 | -0.41% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 11,850 | -11,850 | -50.00% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 2,614 | - | - | Jan 31, 2024 |
Tidal Trust II | 0.00% | 175 | - | - | Jan 31, 2024 |
Tidal Trust II | 0.00% | 78 | 7 | 9.86% | Jan 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 718 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,300 | - | - | Jan 31, 2024 |
ADVANCED SERIES TRUST | 0.00% | 3,926 | - | - | Mar 28, 2024 |
ADVANCED SERIES TRUST | 0.00% | 507 | - | - | Mar 28, 2024 |
Energy Focus Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 23 | 17 | 21.43% |
31 Dec, 22 | 14 | 7.69% |
30 Sep, 22 | 13 | -27.78% |
30 Jun, 22 | 18 | 38.46% |
31 Mar, 22 | 13 | -23.53% |
31 Dec, 21 | 17 | 41.67% |
30 Sep, 21 | 12 | -7.69% |
30 Jun, 21 | 13 | -7.14% |
31 Mar, 21 | 14 | - |
31 Dec, 20 | 14 | 7.69% |
30 Sep, 20 | 13 | -13.33% |
30 Jun, 20 | 15 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 23 | 369,101 | 2.46% |
31 Dec, 22 | 360,251 | -24.53% |
30 Sep, 22 | 477,328 | -61.22% |
30 Jun, 22 | 1,230,854 | 230.09% |
31 Mar, 22 | 372,885 | -64.09% |
31 Dec, 21 | 1,038,321 | 142.91% |
30 Sep, 21 | 427,456 | 43.29% |
30 Jun, 21 | 298,321 | 4.81% |
31 Mar, 21 | 284,617 | -43.15% |
31 Dec, 20 | 500,650 | 60.84% |
30 Sep, 20 | 311,281 | 6.68% |
30 Jun, 20 | 291,788 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 23 | 2.28% | 14.85% |
31 Dec, 22 | 3.92% | 14.53% |
30 Sep, 22 | 5.19% | 1.76% |
30 Jun, 22 | 17.18% | 51.19% |
31 Mar, 22 | 5.79% | 1.52% |
31 Dec, 21 | 19.55% | 27.67% |
30 Sep, 21 | 8.40% | 16.75% |
30 Jun, 21 | 7.08% | 11.41% |
31 Mar, 21 | 7.88% | 3.83% |
31 Dec, 20 | 14.34% | 16.20% |
30 Sep, 20 | 9.41% | 11.26% |
30 Jun, 20 | 9.14% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 23 | 8 | 14.29% |
31 Dec, 22 | 7 | 75.00% |
30 Sep, 22 | 4 | -60.00% |
30 Jun, 22 | 10 | 66.67% |
31 Mar, 22 | 6 | -50.00% |
31 Dec, 21 | 12 | 71.43% |
30 Sep, 21 | 7 | 16.67% |
30 Jun, 21 | 6 | 20.00% |
31 Mar, 21 | 5 | -16.67% |
31 Dec, 20 | 6 | 20.00% |
30 Sep, 20 | 5 | -66.67% |
30 Jun, 20 | 15 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 23 | 5 | 66.67% |
31 Dec, 22 | 3 | -40.00% |
30 Sep, 22 | 5 | 25.00% |
30 Jun, 22 | 4 | 33.33% |
31 Mar, 22 | 3 | - |
31 Dec, 21 | 3 | 200.00% |
30 Sep, 21 | 1 | -66.67% |
30 Jun, 21 | 3 | -25.00% |
31 Mar, 21 | 4 | 33.33% |
31 Dec, 20 | 3 | -25.00% |
30 Sep, 20 | 4 | - |
30 Jun, 20 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 23 | 17 | 21.43% | 369,101 | 2.46% | 2.28% | 14.85% | 8 | 14.29% | 5 | 66.67% |
31 Dec, 22 | 14 | 7.69% | 360,251 | -24.53% | 3.92% | 14.53% | 7 | 75.00% | 3 | -40.00% |
30 Sep, 22 | 13 | -27.78% | 477,328 | -61.22% | 5.19% | 1.76% | 4 | -60.00% | 5 | 25.00% |
30 Jun, 22 | 18 | 38.46% | 1,230,854 | 230.09% | 17.18% | 51.19% | 10 | 66.67% | 4 | 33.33% |
31 Mar, 22 | 13 | -23.53% | 372,885 | -64.09% | 5.79% | 1.52% | 6 | -50.00% | 3 | - |
31 Dec, 21 | 17 | 41.67% | 1,038,321 | 142.91% | 19.55% | 27.67% | 12 | 71.43% | 3 | 200.00% |
30 Sep, 21 | 12 | -7.69% | 427,456 | 43.29% | 8.40% | 16.75% | 7 | 16.67% | 1 | -66.67% |
30 Jun, 21 | 13 | -7.14% | 298,321 | 4.81% | 7.08% | 11.41% | 6 | 20.00% | 3 | -25.00% |
31 Mar, 21 | 14 | - | 284,617 | -43.15% | 7.88% | 3.83% | 5 | -16.67% | 4 | 33.33% |
31 Dec, 20 | 14 | 7.69% | 500,650 | 60.84% | 14.34% | 16.20% | 6 | 20.00% | 3 | -25.00% |
30 Sep, 20 | 13 | -13.33% | 311,281 | 6.68% | 9.41% | 11.26% | 5 | -66.67% | 4 | - |
30 Jun, 20 | 15 | - | 291,788 | - | 9.14% | - | 15 | - | - | - |
Energy Focus Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Energy Focus Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2023 | 4 | 1 | 400.00% |
Q3 2022 | 1 | 1 | 100.00% |
Q2 2022 | 3 | 3 | 100.00% |
Q1 2022 | 11 | - | - |
Q3 2021 | 4 | 1 | 400.00% |
Q2 2021 | 6 | 6 | 100.00% |
Q1 2021 | 8 | - | - |
Q4 2020 | 1 | 3 | 33.33% |
Q3 2020 | 10 | - | - |
Q2 2020 | 4 | - | - |
Q1 2020 | 8 | 1 | 800.00% |
Q4 2019 | 10 | - | - |
Q3 2019 | 2 | - | - |
Q2 2019 | 6 | 4 | 150.00% |
Q1 2019 | 5 | 4 | 125.00% |
Q4 2018 | 1 | 1 | 100.00% |
Q3 2018 | 2 | - | - |
Q2 2018 | 14 | 8 | 175.00% |
Q1 2018 | 6 | 6 | 100.00% |
Q4 2017 | 2 | - | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2023 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q3 2021 | 3 | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | 4 | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | - | - |
Q1 2019 | 1 | - | - |
Q4 2018 | - | - | - |
Q3 2018 | - | - | - |
Q2 2018 | - | - | - |
Q1 2018 | - | - | - |
Q4 2017 | - | - | - |
EFOI Ownership FAQ
Who Owns Energy Focus?
Energy Focus is owned by institutional shareholders (2.28%), insiders (23.44%), and public (74.28%). The largest institutional shareholder of Energy Focus is BANK OF AMERICA CORP /DE/ (0% of total shares) and the top mutual fund owner is FIDELITY COMMONWEALTH TRUST (0.00% of total shares).
Who are the major institutional shareholders of Energy Focus?
Energy Focus's major institutional shareholders are BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, VANGUARD GROUP INC, MORGAN STANLEY, and WEDBUSH SECURITIES INC. The top five shareholders own together 0% of the company's share outstanding.
How many Energy Focus shareholders are there?
As of Mar 2023, there are 17 institutional shareholders of Energy Focus.
What percentage of Energy Focus is owned by BANK OF AMERICA CORP /DE/?
BANK OF AMERICA CORP /DE/ owns 0 shares of Energy Focus, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2023).
What percentage of Energy Focus is owned by WELLS FARGO & COMPANY/MN?
As of Jun 2023, WELLS FARGO & COMPANY/MN holds 0 shares of Energy Focus (EFOI), compromising 0% of the company, valued at $0.
What percentage of Energy Focus is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Energy Focus. The company owns 0 of the company's shares outstanding (worth $0).