Energy Focus Ownership 2024 | Who Owns Energy Focus Now?


OverviewRevenueFinancialsChart

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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

Energy Focus's largest institutional shareholder is BANK OF AMERICA CORP /DE/, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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

The largest Energy Focus shareholder by % of total assets is BANK OF AMERICA CORP /DE/. The company owns 0.00 shares of Energy Focus (EFOI), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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

As of Jun 30 2023, Energy Focus's largest institutional buyer is EVERSOURCE WEALTH ADVISORS, LLC. The company purchased -2.00 stocks of EFOI, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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

As of Jun 30 2023, Energy Focus's biggest institutional seller is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC. The company sold -0.11M shares of EFOI, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, sold -0.11M shares, valued at -, as of undefined.

Energy Focus Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FIDELITY COMMONWEALTH TRUST0.00%14,986--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%57,357--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%81,557--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%63,555--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%27,093--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%12,092-50-0.41%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%11,850-11,850-50.00%Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%2,614--Jan 31, 2024
Tidal Trust II0.00%175--Jan 31, 2024
Tidal Trust II0.00%7879.86%Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%718--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,300--Jan 31, 2024
ADVANCED SERIES TRUST0.00%3,926--Mar 28, 2024
ADVANCED SERIES TRUST0.00%507--Mar 28, 2024

Energy Focus's largest mutual fund holder by % of total assets is "FIDELITY COMMONWEALTH TRUST", owning 14.99K shares, compromising 0.00% of its total assets.

Energy Focus Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 231721.43%
31 Dec, 22147.69%
30 Sep, 2213-27.78%
30 Jun, 221838.46%
31 Mar, 2213-23.53%
31 Dec, 211741.67%
30 Sep, 2112-7.69%
30 Jun, 2113-7.14%
31 Mar, 2114-
31 Dec, 20147.69%
30 Sep, 2013-13.33%
30 Jun, 2015-

As of 31 Mar 23, 17 institutions are holding Energy Focus's shares, representing an increase of 21.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 23369,1012.46%
31 Dec, 22360,251-24.53%
30 Sep, 22477,328-61.22%
30 Jun, 221,230,854230.09%
31 Mar, 22372,885-64.09%
31 Dec, 211,038,321142.91%
30 Sep, 21427,45643.29%
30 Jun, 21298,3214.81%
31 Mar, 21284,617-43.15%
31 Dec, 20500,65060.84%
30 Sep, 20311,2816.68%
30 Jun, 20291,788-

Energy Focus (EFOI) has 369.10K shares outstanding as of 31 Mar 23, up 2.46% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 232.28%14.85%
31 Dec, 223.92%14.53%
30 Sep, 225.19%1.76%
30 Jun, 2217.18%51.19%
31 Mar, 225.79%1.52%
31 Dec, 2119.55%27.67%
30 Sep, 218.40%16.75%
30 Jun, 217.08%11.41%
31 Mar, 217.88%3.83%
31 Dec, 2014.34%16.20%
30 Sep, 209.41%11.26%
30 Jun, 209.14%-

As of 31 Mar 23, Energy Focus is held by 2.28% institutional shareholders, representing a 14.85% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23814.29%
31 Dec, 22775.00%
30 Sep, 224-60.00%
30 Jun, 221066.67%
31 Mar, 226-50.00%
31 Dec, 211271.43%
30 Sep, 21716.67%
30 Jun, 21620.00%
31 Mar, 215-16.67%
31 Dec, 20620.00%
30 Sep, 205-66.67%
30 Jun, 2015-

8 institutional shareholders have increased their position in EFOI stock as of 31 Mar 23 compared to 7 in the previous quarter (a 14.29% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 23566.67%
31 Dec, 223-40.00%
30 Sep, 22525.00%
30 Jun, 22433.33%
31 Mar, 223-
31 Dec, 213200.00%
30 Sep, 211-66.67%
30 Jun, 213-25.00%
31 Mar, 21433.33%
31 Dec, 203-25.00%
30 Sep, 204-
30 Jun, 20--

5 institutional shareholders have reduced their position in EFOI stock as of 31 Mar 23 compared to 3 in the previous quarter (a 66.67% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 231721.43%369,1012.46%2.28%14.85%814.29%566.67%
31 Dec, 22147.69%360,251-24.53%3.92%14.53%775.00%3-40.00%
30 Sep, 2213-27.78%477,328-61.22%5.19%1.76%4-60.00%525.00%
30 Jun, 221838.46%1,230,854230.09%17.18%51.19%1066.67%433.33%
31 Mar, 2213-23.53%372,885-64.09%5.79%1.52%6-50.00%3-
31 Dec, 211741.67%1,038,321142.91%19.55%27.67%1271.43%3200.00%
30 Sep, 2112-7.69%427,45643.29%8.40%16.75%716.67%1-66.67%
30 Jun, 2113-7.14%298,3214.81%7.08%11.41%620.00%3-25.00%
31 Mar, 2114-284,617-43.15%7.88%3.83%5-16.67%433.33%
31 Dec, 20147.69%500,65060.84%14.34%16.20%620.00%3-25.00%
30 Sep, 2013-13.33%311,2816.68%9.41%11.26%5-66.67%4-
30 Jun, 2015-291,788-9.14%-15---

Energy Focus Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 28, 2023Huang Chiao Chiehdirector, 10 percent owner Sell---2,250,995
Jun 23, 2022Socolof Stephenofficer Chairman and Interim CEOM-ExemptSell5,000---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2023Lee Shou-Jangdirector Buy----
Aug 08, 2023Huang Chiao Chiehdirector, 10 percent owner A-AwardBuy343,465$1.76$604.50K680,536
Aug 08, 2023Gianas Randy Harrisonofficer VP Operations & EngineeringA-AwardBuy1,428$3.04$4.34K1,428
Aug 08, 2023Gianas Randy Harrisonofficer-Buy----
May 02, 2023Warren James Raymond IIIofficer SVP, GC & Corp. SecretaryA-AwardBuy30,000$0.43$13.02K30,000
May 02, 2023Matt Lesley A.officer Chief Executive OfficerA-AwardBuy40,000$0.43$17.36K40,000
Apr 04, 2023Huang Chiao Chiehdirector, 10 percent owner A-AwardBuy108,502$0.56$60.86K2,659,017
Apr 04, 2023Huang Ginadirector, 10 percent owner A-AwardBuy500,000$0.50$250.00K3,720,242
Feb 28, 2023Huang Ginadirector, 10 percent owner A-AwardBuy803,212$0.50$400.00K3,220,242
Feb 28, 2023Chang Wen-Jengdirector Buy----
Feb 28, 2023Huang Chiao Chiehdirector, 10 percent owner Sell---2,250,995
Feb 28, 2023Huang Chiao Chiehdirector, 10 percent owner Buy---299,520
Feb 28, 2023Huang Ginadirector, 10 percent owner A-AwardBuy1,451,597$0.56$817.25K2,417,030
Jan 12, 2023Huang Ginadirector-A-AwardBuy325,803$0.46$150.00K965,433
Jan 09, 2023Huang Ginadirector-A-AwardBuy257,798$0.39$100.00K639,630
Aug 23, 2022Griffin Clifford R.officer SVP, Corp. Controller & CAOA-AwardBuy6,000$0.74$4.45K6,000
Aug 23, 2022Griffin Clifford R.officer-Buy----
Jun 23, 2022Socolof Stephendirector, officer Chairman and Interim CEOM-ExemptBuy5,000--25,500
Jun 23, 2022Socolof Stephenofficer Chairman and Interim CEOM-ExemptSell5,000---
Jun 23, 2022Politziner Philipdirector M-ExemptBuy5,000--31,400

The last insider sell of Energy Focus's stock was made by Huang Chiao Chieh on Feb 28 2023, selling - shares at - per share (valued at -).

Energy Focus Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 202341400.00%
Q3 202211100.00%
Q2 202233100.00%
Q1 202211--
Q3 202141400.00%
Q2 202166100.00%
Q1 20218--
Q4 20201333.33%
Q3 202010--
Q2 20204--
Q1 202081800.00%
Q4 201910--
Q3 20192--
Q2 201964150.00%
Q1 201954125.00%
Q4 201811100.00%
Q3 20182--
Q2 2018148175.00%
Q1 201866100.00%
Q4 20172--

4 total buy trades, and 1 total sell trades (buy/sell ratio of 4.00%) were made by Energy Focus's insiders, as of Q1 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2023---
Q3 2022---
Q2 2022---
Q1 2022---
Q3 20213--
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 20204--
Q1 2020---
Q4 2019---
Q3 2019---
Q2 2019---
Q1 20191--
Q4 2018---
Q3 2018---
Q2 2018---
Q1 2018---
Q4 2017---

As of Q1 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Energy Focus's stocks.

Energy Focus Peer Ownership


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EFOI Ownership FAQ


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).

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.

As of Mar 2023, there are 17 institutional shareholders of Energy Focus.

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).

As of Jun 2023, WELLS FARGO & COMPANY/MN holds 0 shares of Energy Focus (EFOI), compromising 0% of the company, valued at $0.

VANGUARD GROUP INC is the third largest holder of Energy Focus. The company owns 0 of the company's shares outstanding (worth $0).