Genie Energy Ownership | Who Owns Genie Energy?

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Genie Energy Ownership Summary

Genie Energy is owned by 32.90% institutional investors, 20.92% insiders, and 46.18% retail investors. Vanguard group is the largest institutional shareholder, holding 4.56% of GNE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.73% of its assets in Genie Energy shares.

GNE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Genie Energy	32.90%	20.92%	46.18%
Sector	Utilities Stocks	60.46%	6.54%	33.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	1.22M	4.56%	$17.85M
Dimensional fund advisors lp	1.16M	4.35%	$17.03M
Blackrock	1.13M	4.24%	$16.59M
J. goldman & co lp	672.39K	2.51%	$9.83M
Renaissance	590.78K	2.21%	$8.64M
State street	508.38K	1.90%	$7.43M
Geode capital management	403.47K	1.51%	$5.90M
Kahn brothers group	291.67K	1.09%	$4.26M
Alliancebernstein	206.94K	0.77%	$3.03M
Bank of new york mellon	166.67K	0.62%	$2.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Old west investment management	160.60K	1.04%	$2.35M
Kahn brothers group	291.67K	0.72%	$4.26M
J. goldman & co lp	672.39K	0.28%	$9.83M
State of wyoming	16.60K	0.04%	$242.69K
Wintrust investments	31.64K	0.04%	$463.00K
Point72 asia (singapore) pte.	11.58K	0.04%	$169.33K
Americana partners	27.92K	0.03%	$408.19K
Dynamic technology lab private	15.68K	0.03%	$229.00K
Algert global	39.80K	0.02%	$582.00K
Gsa capital partners llp	16.75K	0.02%	$245.00K

Top Buyers

Holder	Shares	% Assets	Change
J. goldman & co lp	672.39K	0.28%	625.17K
State street	508.38K	0.00%	66.17K
Hrt financial lp	85.23K	0.01%	50.96K
Parallax volatility advisers	50.00K	0.00%	50.00K
Cubist systematic strategies	59.78K	0.01%	40.75K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	1.13M	0.00%	-352.49K
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	-	-	-124.50K
Brandywine global investment management	-	-	-85.89K
Dimensional fund advisors lp	1.16M	0.00%	-84.14K
Janney montgomery scott	-	-	-67.42K

New Positions

Holder	Shares	% Assets	Change	Value
Parallax volatility advisers	50.00K	0.00%	50.00K	$731.00K
Marshall wace, llp	36.75K	0.00%	36.75K	$537.26K
Americana partners	27.92K	0.03%	27.92K	$408.19K
Mitsubishi ufj kokusai asset management	21.21K	0.00%	21.21K	$310.12K
Harel insurance investments & financial services	12.24K	0.00%	12.24K	$179.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Wealthcollab	-222.00
Covestor	-376.00
Nverses capital	-800.00
Entrypoint capital	-839.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	101	-6.48%	8,727,698	-2.66%	32	2.89%	46	-17.86%	38	-7.32%
Jun 30, 2024	107	-1.83%	8,965,816	-1.33%	33	2.91%	55	1.85%	41	17.14%
Mar 31, 2024	109	5.83%	9,086,595	2.20%	33	2.80%	54	-14.29%	35	20.69%
Dec 31, 2023	103	21.18%	8,891,362	7.12%	34	3.58%	63	31.25%	29	38.10%
Sep 30, 2023	85	1.19%	8,300,046	1.59%	31	3.09%	48	-18.64%	21	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	743.54K	2.73%	-
iShares Russell 2000 ETF	375.55K	1.38%	-784.00
Vanguard Institutional Extnd Mkt Idx Tr	356.63K	1.31%	-1.49K
DFA US Micro Cap I	210.57K	0.78%	-
AB Small Cap Core Z	184.57K	0.69%	-
DFA US Small Cap I	179.58K	0.67%	-
DFA US Targeted Value I	176.94K	0.66%	1.50K
State St Russell Sm/Mid Cp® Indx NL Cl C	135.16K	0.50%	-2.90K
Fidelity Small Cap Index	132.78K	0.49%	-4.36K
Fidelity Extended Market Index	125.99K	0.47%	-5.03K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2024	GOLDIN AVI	CFO	Sell	$112.55K
Sep 12, 2024	COURTER JAMES A	-	Sell	$63.17K
Sep 11, 2024	GOLDIN AVI	CFO	Sell	$6.88K
Dec 15, 2023	ROSENTHAL ALAN B	-	Sell	$416.38K
Dec 11, 2023	MASON JOYCE J	-	Sell	$57.96K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	9

GNE Ownership FAQ

Who owns the most shares of Genie Energy?

Genie Energy’s largest shareholders are Vanguard group (1.22M shares, 4.56%), Dimensional fund advisors lp (1.16M shares, 4.35%), and Blackrock (1.13M shares, 4.24%). Together, they hold 13.14% of Genie Energy’s total shares outstanding.

Does Blackrock own Genie Energy?

Yes, BlackRock owns 4.24% of Genie Energy, totaling 1.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 16.59M$. In the last quarter, BlackRock decreased its holdings by -352K shares, a -23.70% change.

Who is Genie Energy’s biggest shareholder by percentage of total assets invested?

Old west investment management is Genie Energy’s biggest shareholder by percentage of total assets invested, with 1.04% of its assets in 160.6K Genie Energy shares, valued at 2.35M$.

Who is the top mutual fund holder of Genie Energy shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Genie Energy shares, with 2.73% of its total shares outstanding invested in 743.54K Genie Energy shares.

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