Heliogen Ownership | Who Owns Heliogen?


OverviewRevenueFinancialsChartTranscripts

Heliogen Ownership Summary


Heliogen is owned by 0.01% institutional investors, and 99.99% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.38% of its assets in Heliogen shares.

HLGN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHeliogen0.01%-99.99%
SectorUtilities Stocks58.57%6.53%34.90%
IndustryRenewable Utilities Stocks List39.22%9.36%51.41%

Institutional Shareholders


Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20231-98.63%17,857-99.92%-0.01%--100.00%1-96.43%
Jun 30, 202373-10.98%21,215,710-32.16%104.27%19-26.92%287.69%
Mar 31, 202382-21.15%31,272,281-28.79%152.98%26-53.57%2630.00%
Dec 31, 202210410.64%43,918,245-42.10%231.49%56-3.45%2033.33%
Sep 30, 2022942.17%75,847,26828.06%394.06%589.43%15-11.76%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv139.26K2.38%6.00
Vanguard Instl Ttl Stck Mkt Idx Tr4.87M2.38%-
Vanguard Institutional Extnd Mkt Idx Tr36.27K0.62%1.00
Fidelity® Extended Market Index17.57K0.30%4.41K
BlackRock Extended Mkt Composite6.91K0.12%-1.00
BlackRock Extended Equity Market K6.04K0.10%-14.00
Fidelity® Total Market Index5.29K0.09%-
Vanguard Balanced Index Inv4.14K0.07%-1.00
Fidelity® Series Total Market Index3.43K0.06%-
Vanguard Instl Ttl Stk Mkt Idx InstlPls3.23K0.06%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 15, 2024GROSS WILLIAM-Sell$672.07K
Feb 15, 2024Nant Capital, LLC-Buy$672.07K
Sep 01, 2023Nant Capital, LLC-Buy$47.79K
Jun 22, 2023Nant Capital, LLC-Buy$146.07K
Jun 22, 2023GROSS WILLIAM-Sell$167.97K

Insider Transactions Trends


DateBuySell
2024 Q3--
2024 Q2--
2024 Q111
2023 Q4--
2023 Q31-

HLGN Ownership FAQ


Who Owns Heliogen?

Heliogen shareholders are primarily institutional investors at 0.01%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Heliogen's industry, Renewable Utilities Stocks List, is 39.22%, which Heliogen falls below.

Does Blackrock own Heliogen?

BlackRock is not among the top 10 institutional shareholders of Heliogen.

Who is the top mutual fund holder of Heliogen shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Heliogen shares, with 2.38% of its total shares outstanding invested in 139.26K Heliogen shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools