U.S. Energy Ownership 2024 | Who Owns U.S. Energy Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

1.00%

Insider Ownership

53.43%

Retail Ownership

45.57%

Institutional Holders

6.00

U.S. Energy Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC0.94%-239,797--244,593Jun 30, 2024
VERITY ASSET MANAGEMENT, INC.0.46%0.05%116,10216,74816.86%118,424Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.27%-68,422-14,596-17.58%69,816Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.19%0.00%49,200-5,790-10.53%50,184Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.19%0.00%47,3761,4403.13%48,324Jun 30, 2024
BLACKROCK INC.0.13%-33,691-2,770-7.60%34,365Jun 30, 2024
UBS GROUP AG0.13%-33,16013,50768.73%33,823Jun 30, 2024
STATE STREET CORP0.12%-31,671--32,304,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.08%0.00%20,3761,4407.60%20,784Jun 30, 2024
HRT FINANCIAL LP0.05%0.00%13,16213,162100.00%13,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-13,04913,049100.00%13,310Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.04%-10,000--10,200Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%5,149-3,833-42.67%5,252Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-581581100.00%593Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-200-500-71.43%204Jun 30, 2024
MATHER GROUP, LLC.0.00%-5050100.00%54Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC--11--12,000Jun 30, 2024
JPMORGAN CHASE & CO--9-18-66.67%9Jun 30, 2024
MORGAN STANLEY--1--1Jun 30, 2024
WELLS FARGO & COMPANY/MN----40-100.00%-Jun 30, 2024

U.S. Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 0.94% of the company's total share outstanding, currently valued at $244.59K. The top 10 institutional shareholders own together 2.57% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VERITY ASSET MANAGEMENT, INC.0.46%0.05%116,10216,74816.86%118,424Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.19%0.00%47,3761,4403.13%48,324Jun 30, 2024
EMPOWERED FUNDS, LLC0.08%0.00%20,3761,4407.60%20,784Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%5,149-3,833-42.67%5,252Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.19%0.00%49,200-5,790-10.53%50,184Jun 30, 2024
HRT FINANCIAL LP0.05%0.00%13,16213,162100.00%13,000Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.04%-10,000--10,200Jun 30, 2024
UBS GROUP AG0.13%-33,16013,50768.73%33,823Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.27%-68,422-14,596-17.58%69,816Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC--11--12,000Jun 30, 2024
VANGUARD GROUP INC0.94%-239,797--244,593Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-13,04913,049100.00%13,310Jun 30, 2024
STATE STREET CORP0.12%-31,671--32,304,000Jun 30, 2024
BLACKROCK INC.0.13%-33,691-2,770-7.60%34,365Jun 30, 2024
MATHER GROUP, LLC.0.00%-5050100.00%54Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-200-500-71.43%204Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-581581100.00%593Jun 30, 2024
JPMORGAN CHASE & CO--9-18-66.67%9Jun 30, 2024
MORGAN STANLEY--1--1Jun 30, 2024
WELLS FARGO & COMPANY/MN----40-100.00%-Jun 30, 2024

The largest U.S. Energy shareholder by % of total assets is VERITY ASSET MANAGEMENT, INC.. The company owns 116.10K shares of U.S. Energy (USEG), representing 0.05% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VERITY ASSET MANAGEMENT, INC.0.46%0.05%116,10216,74816.86%118,424Jun 30, 2024
UBS GROUP AG0.13%-33,16013,50768.73%33,823Jun 30, 2024
HRT FINANCIAL LP0.05%0.00%13,16213,162100.00%13,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-13,04913,049100.00%13,310Jun 30, 2024
EMPOWERED FUNDS, LLC0.08%0.00%20,3761,4407.60%20,784Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.19%0.00%47,3761,4403.13%48,324Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-581581100.00%593Jun 30, 2024
MATHER GROUP, LLC.0.00%-5050100.00%54Jun 30, 2024
MORGAN STANLEY--1--1Jun 30, 2024
STATE STREET CORP0.12%-31,671--32,304,000Jun 30, 2024
VANGUARD GROUP INC0.94%-239,797--244,593Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC--11--12,000Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.04%-10,000--10,200Jun 30, 2024
JPMORGAN CHASE & CO--9-18-66.67%9Jun 30, 2024
WELLS FARGO & COMPANY/MN----40-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-200-500-71.43%204Jun 30, 2024
BLACKROCK INC.0.13%-33,691-2,770-7.60%34,365Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%5,149-3,833-42.67%5,252Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.19%0.00%49,200-5,790-10.53%50,184Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.27%-68,422-14,596-17.58%69,816Jun 30, 2024

As of Jun 30 2024, U.S. Energy's largest institutional buyer is VERITY ASSET MANAGEMENT, INC.. The company purchased 16.75K stocks of USEG, valued at $118.42K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCISSORTAIL WEALTH MANAGEMENT, LLC----45,000-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----23,189-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.27%-68,422-14,596-17.58%69,816Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.19%0.00%49,200-5,790-10.53%50,184Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%5,149-3,833-42.67%5,252Jun 30, 2024
BLACKROCK INC.0.13%-33,691-2,770-7.60%34,365Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-200-500-71.43%204Jun 30, 2024
WELLS FARGO & COMPANY/MN----40-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO--9-18-66.67%9Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.04%-10,000--10,200Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC--11--12,000Jun 30, 2024
VANGUARD GROUP INC0.94%-239,797--244,593Jun 30, 2024
STATE STREET CORP0.12%-31,671--32,304,000Jun 30, 2024
MORGAN STANLEY--1--1Jun 30, 2024
MATHER GROUP, LLC.0.00%-5050100.00%54Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-581581100.00%593Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.19%0.00%47,3761,4403.13%48,324Jun 30, 2024
EMPOWERED FUNDS, LLC0.08%0.00%20,3761,4407.60%20,784Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-13,04913,049100.00%13,310Jun 30, 2024
HRT FINANCIAL LP0.05%0.00%13,16213,162100.00%13,000Jun 30, 2024

As of Jun 30 2024, U.S. Energy's biggest institutional seller is SCISSORTAIL WEALTH MANAGEMENT, LLC. The company sold -45.00K shares of USEG, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HRT FINANCIAL LP0.05%0.00%13,16213,162100.00%13,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-13,04913,049100.00%13,310Jun 30, 2024
MATHER GROUP, LLC.0.00%-5050100.00%54Jun 30, 2024

U.S. Energy's largest new institutional shareholder by number of shares is HRT FINANCIAL LP, purchased 13.16K shares, valued at $13.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCISSORTAIL WEALTH MANAGEMENT, LLC----45,000-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----23,189-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----40-100.00%-Jun 30, 2024

U.S. Energy's largest sold out institutional shareholder by shares sold is SCISSORTAIL WEALTH MANAGEMENT, LLC, sold -45.00K shares, valued at -, as of undefined.

U.S. Energy Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BRIDGEWAY FUNDS INC0.01%27,000--Mar 28, 2024
VANGUARD INDEX FUNDS0.00%236,316-102,771-30.31%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%78,419-151-0.19%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%24,837--Jan 31, 2024
Dimensional ETF Trust0.00%6,820--Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%877--Jan 31, 2024
EQ ADVISORS TRUST0.00%2,116--Mar 31, 2024
iSHARES TRUST0.00%22,229-602-2.64%Mar 31, 2024

U.S. Energy's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 27.00K shares, compromising 0.01% of its total assets.

U.S. Energy Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 246-71.43%
31 Mar, 2421-
31 Dec, 232116.67%
30 Sep, 23185.88%
30 Jun, 23176.25%
31 Mar, 2316-11.11%
31 Dec, 221828.57%
30 Sep, 221416.67%
30 Jun, 2212-36.84%
31 Mar, 221958.33%
31 Dec, 211220.00%
30 Sep, 211011.11%
30 Jun, 21912.50%
31 Mar, 21814.29%
31 Dec, 207-
30 Sep, 207-
30 Jun, 20775.00%
31 Mar, 204300.00%
31 Dec, 191-

As of 30 Jun 24, 6 institutions are holding U.S. Energy's shares, representing a decrease of -71.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24254,161-66.22%
31 Mar, 24752,419-1.73%
31 Dec, 23765,67718.24%
30 Sep, 23647,535-8.40%
30 Jun, 23706,93539.18%
31 Mar, 23507,9164.67%
31 Dec, 22485,232-13.06%
30 Sep, 22558,091-29.68%
30 Jun, 22793,626-22.01%
31 Mar, 221,017,627158.16%
31 Dec, 21394,1845.65%
30 Sep, 21373,099190.68%
30 Jun, 21128,3531.30%
31 Mar, 21126,70888.41%
31 Dec, 2067,251-24.22%
30 Sep, 2088,741173.81%
30 Jun, 2032,41063.87%
31 Mar, 2019,77814550.37%
31 Dec, 19135-

U.S. Energy (USEG) has 254.16K shares outstanding as of 30 Jun 24, down -66.22% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 241.00%11.34%
31 Mar, 242.97%32.77%
31 Dec, 233.01%45.56%
30 Sep, 232.57%32.61%
30 Jun, 232.81%68.99%
31 Mar, 232.02%52.14%
31 Dec, 221.97%37.57%
30 Sep, 222.29%22.57%
30 Jun, 223.18%17.30%
31 Mar, 224.29%155.33%
31 Dec, 211.66%67.16%
30 Sep, 211.57%537.10%
30 Jun, 210.54%189.63%
31 Mar, 210.53%664.35%
31 Dec, 200.28%202.51%
30 Sep, 200.37%2003.00%
30 Jun, 200.14%1964.87%
31 Mar, 200.08%1465037000.00%
31 Dec, 190.00%-

As of 30 Jun 24, U.S. Energy is held by 1.00% institutional shareholders, representing a 11.34% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243-72.73%
31 Mar, 2411-21.43%
31 Dec, 231440.00%
30 Sep, 2310-
30 Jun, 231042.86%
31 Mar, 237-30.00%
31 Dec, 221042.86%
30 Sep, 227-22.22%
30 Jun, 229-25.00%
31 Mar, 221250.00%
31 Dec, 21814.29%
30 Sep, 21740.00%
30 Jun, 21525.00%
31 Mar, 214100.00%
31 Dec, 202-33.33%
30 Sep, 203-25.00%
30 Jun, 204-
31 Mar, 204300.00%
31 Dec, 191-

3 institutional shareholders have increased their position in USEG stock as of 30 Jun 24 compared to 11 in the previous quarter (a -72.73% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242-60.00%
31 Mar, 24566.67%
31 Dec, 233-25.00%
30 Sep, 234-
30 Jun, 23433.33%
31 Mar, 233-25.00%
31 Dec, 224-33.33%
30 Sep, 226500.00%
30 Jun, 221-83.33%
31 Mar, 226200.00%
31 Dec, 212100.00%
30 Sep, 211-
30 Jun, 211-
31 Mar, 21--100.00%
31 Dec, 202100.00%
30 Sep, 201-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--

2 institutional shareholders have reduced their position in USEG stock as of 30 Jun 24 compared to 5 in the previous quarter (a -60.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 246-71.43%254,161-66.22%1.00%11.34%3-72.73%2-60.00%
31 Mar, 2421-752,419-1.73%2.97%32.77%11-21.43%566.67%
31 Dec, 232116.67%765,67718.24%3.01%45.56%1440.00%3-25.00%
30 Sep, 23185.88%647,535-8.40%2.57%32.61%10-4-
30 Jun, 23176.25%706,93539.18%2.81%68.99%1042.86%433.33%
31 Mar, 2316-11.11%507,9164.67%2.02%52.14%7-30.00%3-25.00%
31 Dec, 221828.57%485,232-13.06%1.97%37.57%1042.86%4-33.33%
30 Sep, 221416.67%558,091-29.68%2.29%22.57%7-22.22%6500.00%
30 Jun, 2212-36.84%793,626-22.01%3.18%17.30%9-25.00%1-83.33%
31 Mar, 221958.33%1,017,627158.16%4.29%155.33%1250.00%6200.00%
31 Dec, 211220.00%394,1845.65%1.66%67.16%814.29%2100.00%
30 Sep, 211011.11%373,099190.68%1.57%537.10%740.00%1-
30 Jun, 21912.50%128,3531.30%0.54%189.63%525.00%1-
31 Mar, 21814.29%126,70888.41%0.53%664.35%4100.00%--100.00%
31 Dec, 207-67,251-24.22%0.28%202.51%2-33.33%2100.00%
30 Sep, 207-88,741173.81%0.37%2003.00%3-25.00%1-
30 Jun, 20775.00%32,41063.87%0.14%1964.87%4---
31 Mar, 204300.00%19,77814550.37%0.08%1465037000.00%4300.00%--
31 Dec, 191-135-0.00%-1---

U.S. Energy Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 12, 2023Keys Randall Ddirector-P-PurchaseBuy10,000$0.90$9.00K138,913

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 12, 2023Keys Randall Ddirector-P-PurchaseBuy10,000$0.90$9.00K138,913

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Zajac Mark L.officer CFOF-InKindSell20,000$1.11$22.20K260,000
Apr 10, 2024John Alfred Weinzierl 2020 Trust u/a November 10, 202010 percent owner, other Member of 10% owner groupSell---3,124,893
Jan 26, 2024Smith Ryan Lewisdirector, officer CEOF-InKindSell80,079$1.06$84.88K535,514
Jun 12, 2023Zajac Mark L.officer Chief Financial OfficerSell----
Jan 30, 2023Smith Ryan Lewisofficer CEO and CFOF-InKindSell43,750$2.43$106.31K615,593
Jan 30, 2023Kessel Donald Aloysiusofficer Chief Operating OfficerF-InKindSell11,129$2.43$27.04K226,145

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 12, 2024Zajac Mark L.officer CFOF-InKindSell20,000$1.11$22.20K260,000
Apr 10, 2024Weinzierl John Adirector, 10 percent owner, other Member of 10% owner groupJ-OtherBuy3,124,893--3,124,893
Apr 10, 2024John Alfred Weinzierl 2020 Trust u/a November 10, 202010 percent owner, other Member of 10% owner groupSell---3,124,893
Mar 20, 2024Slack Stephendirector-A-AwardBuy60,000--168,913
Mar 20, 2024Smith Ryan Lewisdirector, officer CEOA-AwardBuy170,000--875,514
Mar 20, 2024Smith Ryan Lewisdirector, officer CEOA-AwardBuy170,000--705,514
Mar 20, 2024Keys Randall Ddirector-A-AwardBuy60,000--198,913
Mar 20, 2024Zajac Mark L.officer CFOA-AwardBuy180,000--280,000
Mar 20, 2024Weinzierl John Adirector, 10 percent owner A-AwardBuy120,000--417,826
Mar 20, 2024DENNY JAMES W IIIdirector-A-AwardBuy60,000--163,913
Mar 20, 2024King Duane Hdirector-A-AwardBuy60,000--148,913
Mar 20, 2024Batchelor Joshua Lanedirector, 10 percent owner, other Member of 10% owner groupA-AwardBuy60,000--108,913
Jan 26, 2024Smith Ryan Lewisdirector, officer CEOF-InKindSell80,079$1.06$84.88K535,514
Dec 12, 2023Keys Randall Ddirector-P-PurchaseBuy10,000$0.90$9.00K138,913
Jun 12, 2023Zajac Mark L.officer Chief Financial OfficerA-AwardBuy100,000--100,000
Jun 12, 2023Zajac Mark L.officer Chief Financial OfficerSell----
Jan 30, 2023Smith Ryan Lewisofficer CEO and CFOF-InKindSell43,750$2.43$106.31K615,593
Jan 30, 2023Kessel Donald Aloysiusofficer Chief Operating OfficerF-InKindSell11,129$2.43$27.04K226,145
Jan 10, 2023Weinzierl John Aofficer ChairmanA-AwardBuy97,826--297,826
Jan 09, 2023Batchelor Joshua Lanedirector-A-AwardBuy48,913--48,913

The last insider sell of U.S. Energy's stock was made by Zajac Mark L. on Jun 12 2024, selling 20,000 shares at $1.11 per share (valued at $22.20K). The last insider buy of USEG was made by Keys Randall D on Dec 12 2023, buying 10,000 shares at $0.90 per share (worth $9.00K).

U.S. Energy Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202411100.00%
Q1 202491900.00%
Q4 20231--
Q2 202311100.00%
Q1 202382400.00%
Q4 20225--
Q3 202255100.00%
Q1 202288100.00%
Q4 20215--
Q1 202152250.00%
Q1 20205--
Q4 2019---
Q2 2019---
Q2 2018-2-
Q1 20182--
Q4 2017-2-
Q3 2017---
Q2 2017---
Q3 20166--
Q1 2016---

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by U.S. Energy's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 20231--
Q2 2023---
Q1 2023---
Q4 20225--
Q3 20223--
Q1 2022---
Q4 20215--
Q1 2021---
Q1 2020---
Q4 2019---
Q2 2019---
Q2 2018---
Q1 2018---
Q4 2017---
Q3 2017---
Q2 2017---
Q3 2016---
Q1 2016---

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

U.S. Energy Peer Ownership


TickerCompany
PNRGPrimeEnergy Resources Corporation
TXOMorningStar Partners, L.P.
CRGYCrescent Energy Company
PHXPHX Minerals Inc.
EPSNEpsilon Energy Ltd.

USEG Ownership FAQ


U.S. Energy is owned by institutional shareholders (1.00%), insiders (53.43%), and public (45.57%). The largest institutional shareholder of U.S. Energy is VANGUARD GROUP INC (0.94% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).

U.S. Energy's major institutional shareholders are VANGUARD GROUP INC, VERITY ASSET MANAGEMENT, INC., GEODE CAPITAL MANAGEMENT, LLC, RENAISSANCE TECHNOLOGIES LLC, and BRIDGEWAY CAPITAL MANAGEMENT, LLC. The top five shareholders own together 2.05% of the company's share outstanding.

As of Jun 2024, there are 6 institutional shareholders of U.S. Energy.

VANGUARD GROUP INC owns 239.8K shares of U.S. Energy, representing 0.94% of the company's total shares outstanding, valued at $244.59K (as of Jun 2024).

As of Jun 2024, VERITY ASSET MANAGEMENT, INC holds 116.1K shares of U.S. Energy (USEG), compromising 0.46% of the company, valued at $118.42K.

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of U.S. Energy. The company owns 68.42K of the company's shares outstanding (worth $69.82K).