Heliogen Ownership 2024 | Who Owns Heliogen Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

0.01%

Insider Ownership

39.84%

Retail Ownership

60.15%

Institutional Holders

1.00

Heliogen Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SCOGGIN MANAGEMENT LP	-	-	-	-17,857	-100.00%	-	Dec 31, 2023

Heliogen's largest institutional shareholder is SCOGGIN MANAGEMENT LP, 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
SCOGGIN MANAGEMENT LP	-	-	-	-17,857	-100.00%	-	Dec 31, 2023

The largest Heliogen shareholder by % of total assets is SCOGGIN MANAGEMENT LP. The company owns 0.00 shares of Heliogen (HLGN), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SCOGGIN MANAGEMENT LP	-	-	-	-17,857	-100.00%	-	Dec 31, 2023

As of Dec 31 2023, Heliogen's largest institutional buyer is SCOGGIN MANAGEMENT LP. The company purchased -17.86K stocks of HLGN, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SCOGGIN MANAGEMENT LP	-	-	-	-17,857	-100.00%	-	Dec 31, 2023

As of Dec 31 2023, Heliogen's biggest institutional seller is SCOGGIN MANAGEMENT LP. The company sold -17.86K shares of HLGN, valued at -.

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
SCOGGIN MANAGEMENT LP	-	-	-	-17,857	-100.00%	-	Dec 31, 2023

Heliogen's largest sold out institutional shareholder by shares sold is SCOGGIN MANAGEMENT LP, sold -17.86K shares, valued at -, as of undefined.

Heliogen Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Salient Midstream & MLP Fund	0.34%	76,900	-	-	Aug 31, 2022
VANGUARD VALLEY FORGE FUNDS	0.28%	145,100	-	-	Mar 31, 2024
Salient MF Trust	0.24%	291,110	-	-	Sep 30, 2022
Morgan Stanley Insight Fund	0.20%	3,097,525	-	-	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.08%	5,800,000	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.06%	4,939,106	-	-	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	148,599	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	13,014	-	-	Mar 31, 2024
Invesco Exchange-Traded Fund Trust II	0.02%	6,505,669	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.01%	6,143,709	-	-	Mar 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC	0.01%	924,240	-	-	Mar 31, 2024
VANGUARD HORIZON FUNDS	0.01%	240,162	-	-	Mar 31, 2024
SOURCE CAPITAL INC /DE/	0.01%	19,430	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.01%	4,145	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.01%	15,000	-	-	Mar 28, 2024
SCHWAB CAPITAL TRUST	0.00%	199,959	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	113,216	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	765,864	-	-	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	7,124	-	-	Mar 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	6,158	-	-	Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	96,973	-	-	Mar 31, 2024
FPA FUNDS TRUST	0.00%	254,759	-	-	Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	34,748	-	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	19,581	-	-	Jan 31, 2024
Investment Managers Series Trust II	0.00%	12,547	-	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	421,508	-	-	Feb 29, 2024
Global X Funds	0.00%	20,451	-	-	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	107,771	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	175,533	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	23,800	-	-	Mar 31, 2024
Goldman Sachs ETF Trust	0.00%	33,682	-	-	Feb 29, 2024
NORTHERN FUNDS	0.00%	46,415	-	-	Mar 28, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	1,114	-	-	Mar 31, 2024
RYDEX SERIES FUNDS	0.00%	833	-	-	Dec 31, 2023
FIDELITY SALEM STREET TRUST	0.00%	769,263	-	-	Mar 31, 2024
TIAA-CREF FUNDS	0.00%	553,864	-	-	Mar 31, 2024
Tidal Trust II	0.00%	4,383	-	-	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	3,827	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	191,010	-	-	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	308,881	-	-	Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	17,927	-	-	Mar 31, 2024
VALIC Co I	0.00%	33,445	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	3,234	-	-	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	3,100	-	-	Mar 28, 2024
RYDEX DYNAMIC FUNDS	0.00%	414	-	-	Dec 31, 2023
ProFunds	0.00%	1,152	-	-	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	8,863	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	14,464	-	-	Jan 31, 2024
LITMAN GREGORY FUNDS TRUST	0.00%	3,436	-	-	Mar 31, 2024
RYDEX VARIABLE TRUST	0.00%	53	-	-	Dec 31, 2023
Brighthouse Funds Trust II	0.00%	38,430	-	-	Mar 31, 2024
PROSHARES TRUST	0.00%	10,740	-	-	Feb 29, 2024
SPDR INDEX SHARES FUNDS	0.00%	6,732	-	-	Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	73,200	-	-	Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS	0.00%	2,978	-	-	Feb 29, 2024
SUNAMERICA SERIES TRUST	0.00%	10,412	-	-	Mar 31, 2024
Series Portfolios Trust	0.00%	163	-	-	Jan 31, 2024
FIDELITY SUMMER STREET TRUST	0.00%	6,723	-	-	Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	11,491	-	-	Mar 31, 2024
Tidal Trust II	0.00%	193	21	12.21%	Jan 31, 2024
ETF Series Solutions	0.00%	99	-	-	Jan 31, 2024
Bridge Builder Trust	0.00%	12,169	-	-	Mar 31, 2024
Advisors' Inner Circle Fund III	0.00%	272	-	-	Jan 31, 2024
BlackRock Variable Series Funds, Inc.	0.00%	10,628	-	-	Mar 31, 2024
PRINCIPAL FUNDS, INC.	0.00%	10,910	-	-	Feb 29, 2024
PACIFIC SELECT FUND	0.00%	5,222	-	-	Mar 31, 2024
BLACKROCK FUNDS	0.00%	5,950	-	-	Mar 28, 2024
AQR Funds	0.00%	164,772	-	-	Mar 31, 2024

Heliogen's largest mutual fund holder by % of total assets is "Salient Midstream & MLP Fund", owning 76.90K shares, compromising 0.34% of its total assets.

Heliogen Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Sep, 23	1	-98.63%
30 Jun, 23	73	-10.98%
31 Mar, 23	82	-21.15%
31 Dec, 22	104	10.64%
30 Sep, 22	94	2.17%
30 Jun, 22	92	17.95%
31 Mar, 22	78	136.36%
31 Dec, 21	33	-

As of 30 Sep 23, 1 institutions are holding Heliogen's shares, representing a decrease of -98.63% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Sep, 23	17,857	-99.92%
30 Jun, 23	21,215,710	-32.16%
31 Mar, 23	31,272,281	-28.79%
31 Dec, 22	43,918,245	-42.10%
30 Sep, 22	75,847,268	28.06%
30 Jun, 22	59,226,481	12.97%
31 Mar, 22	52,426,214	42.64%
31 Dec, 21	36,753,223	-

Heliogen (HLGN) has 17.86K shares outstanding as of 30 Sep 23, down -99.92% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Sep, 23	0.01%	0.01%
30 Jun, 23	10.77%	4.27%
31 Mar, 23	15.88%	2.98%
31 Dec, 22	23.09%	1.49%
30 Sep, 22	39.38%	4.06%
30 Jun, 22	31.14%	3.84%
31 Mar, 22	28.49%	7.09%
31 Dec, 21	20.04%	-

As of 30 Sep 23, Heliogen is held by 0.01% institutional shareholders, representing a 0.01% growth compared to 30 Jun 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Sep, 23	-	-100.00%
30 Jun, 23	19	-26.92%
31 Mar, 23	26	-53.57%
31 Dec, 22	56	-3.45%
30 Sep, 22	58	9.43%
30 Jun, 22	53	-10.17%
31 Mar, 22	59	118.52%
31 Dec, 21	27	-

- institutional shareholders have increased their position in HLGN stock as of 30 Sep 23 compared to 19 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Sep, 23	1	-96.43%
30 Jun, 23	28	7.69%
31 Mar, 23	26	30.00%
31 Dec, 22	20	33.33%
30 Sep, 22	15	-11.76%
30 Jun, 22	17	183.33%
31 Mar, 22	6	-
31 Dec, 21	-	-

1 institutional shareholders have reduced their position in HLGN stock as of 30 Sep 23 compared to 28 in the previous quarter (a -96.43% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Sep, 23	1	-98.63%	17,857	-99.92%	0.01%	0.01%	-	-100.00%	1	-96.43%
30 Jun, 23	73	-10.98%	21,215,710	-32.16%	10.77%	4.27%	19	-26.92%	28	7.69%
31 Mar, 23	82	-21.15%	31,272,281	-28.79%	15.88%	2.98%	26	-53.57%	26	30.00%
31 Dec, 22	104	10.64%	43,918,245	-42.10%	23.09%	1.49%	56	-3.45%	20	33.33%
30 Sep, 22	94	2.17%	75,847,268	28.06%	39.38%	4.06%	58	9.43%	15	-11.76%
30 Jun, 22	92	17.95%	59,226,481	12.97%	31.14%	3.84%	53	-10.17%	17	183.33%
31 Mar, 22	78	136.36%	52,426,214	42.64%	28.49%	7.09%	59	118.52%	6	-
31 Dec, 21	33	-	36,753,223	-	20.04%	-	27	-	-	-

Heliogen 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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 25, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	293	$1.96	$574.28	30,832
Jun 25, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	34	$1.96	$66.64	30,798
Jun 25, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	211	$1.91	$403.01	17,180
Jun 25, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	84	$1.96	$164.64	17,096
Jun 25, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	219	$1.91	$418.29	51,920
Jun 25, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	653	$1.96	$1.28K	51,267
Apr 05, 2024	Morris Robert Phelps	officer	Chief Financial Officer		Sell	-	-	-	-
Mar 18, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	327	$1.45	$474.15	11,125
Mar 18, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	267	$1.36	$363.12	52,934
Mar 18, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	795	$1.45	$1.15K	52,139
Mar 18, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	267	$1.36	$363.12	17,497
Mar 18, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	106	$1.45	$153.70	17,391

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Newhouse Phyllis W.	director	-	A-Award	Buy	2,142	-	-	124,037
Aug 05, 2024	Lazarus Roger	director	-	A-Award	Buy	2,142	-	-	6,426
Aug 05, 2024	Burger Barbara J	director	-	A-Award	Buy	2,142	-	-	6,846
Aug 05, 2024	Abrams Stacey Y.	director	-	A-Award	Buy	2,142	-	-	8,266
Aug 05, 2024	Padmanathan Suntharesan	director	-	A-Award	Buy	2,142	-	-	8,266
Aug 05, 2024	Kane Julie	director	-	A-Award	Buy	2,142	-	-	8,266
Jun 25, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	293	$1.96	$574.28	30,832
Jun 25, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	34	$1.96	$66.64	30,798
Jun 25, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	211	$1.91	$403.01	17,180
Jun 25, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	84	$1.96	$164.64	17,096
Jun 25, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	219	$1.91	$418.29	51,920
Jun 25, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	653	$1.96	$1.28K	51,267
May 15, 2024	Siu Wilda	officer	Chief Accounting Officer	A-Award	Buy	20,000	-	-	31,125
Apr 17, 2024	Morris Robert Phelps	officer	Chief Financial Officer	A-Award	Buy	75,000	-	-	75,000
Apr 05, 2024	Morris Robert Phelps	officer	Chief Financial Officer		Sell	-	-	-	-
Mar 18, 2024	Siu Wilda	officer	Chief Accounting Officer	F-InKind	Sell	327	$1.45	$474.15	11,125
Mar 18, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	267	$1.36	$363.12	52,934
Mar 18, 2024	Obiaya Christiana	director, officer	Chief Executive Officer	F-InKind	Sell	795	$1.45	$1.15K	52,139
Mar 18, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	267	$1.36	$363.12	17,497
Mar 18, 2024	Doyle Thomas P.	officer	Chief Commercial Officer	F-InKind	Sell	106	$1.45	$153.70	17,391

The last insider sell of Heliogen's stock was made by Siu Wilda on Jun 25 2024, selling 293 shares at $1.96 per share (valued at $574.28).

Heliogen Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	1	200.00%
Q1 2024	1	10	10.00%
Q4 2023	-	10	-
Q3 2023	9	1	900.00%
Q2 2023	38	35	108.57%
Q1 2023	3	13	23.08%
Q4 2022	4	1	400.00%
Q3 2022	7	87	8.05%
Q2 2022	2	9	22.22%
Q1 2022	6	-	-
Q4 2021	29	4	725.00%
Q2 2021	-	1	-
Q1 2021	1	1	100.00%

2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Heliogen's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	1	1	100.00%
Q4 2023	-	-	-
Q3 2023	1	-	-
Q2 2023	18	19	94.74%
Q1 2023	2	6	33.33%
Q4 2022	2	-	-
Q3 2022	-	80	-
Q2 2022	2	9	22.22%
Q1 2022	-	-	-
Q4 2021	1	-	-
Q2 2021	-	-	-
Q1 2021	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Heliogen's stocks.

Heliogen Peer Ownership

Ticker	Company
AMPS	Altus Power, Inc.
BRDS	Bird Global, Inc.
CISO	Cerberus Cyber Sentinel Corporation
NRGV	Energy Vault Holdings, Inc.

HLGN Ownership FAQ

Who Owns Heliogen?

Heliogen is owned by institutional shareholders (0.01%), insiders (39.84%), and public (60.15%). The largest institutional shareholder of Heliogen is SCOGGIN MANAGEMENT LP (0% of total shares) and the top mutual fund owner is Salient Midstream & MLP Fund (0.34% of total shares).

Who are the major institutional shareholders of Heliogen?

Heliogen's major institutional shareholders are SCOGGIN MANAGEMENT LP. The top five shareholders own together 0% of the company's share outstanding.

How many Heliogen shareholders are there?

As of Sep 2023, there are 1 institutional shareholders of Heliogen.

What percentage of Heliogen is owned by SCOGGIN MANAGEMENT LP?

SCOGGIN MANAGEMENT LP owns 0 shares of Heliogen, representing 0% of the company's total shares outstanding, valued at $0 (as of Dec 2023).