U.S. Energy Ownership | Who Owns U.S. Energy?
U.S. Energy Ownership Summary
U.S. Energy is owned by 2.62% institutional investors, 50.48% insiders, and 46.90% retail investors. Vanguard group is the largest institutional shareholder, holding 0.85% of USEG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.18% of its assets in U.S. Energy shares.
USEG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | U.S. Energy | 2.62% | 50.48% | 46.90% |
Sector | Energy Stocks | 44.66% | 13.80% | 41.54% |
Industry | Oil & Gas Exploration & Production Stocks | 53.65% | 15.75% | 30.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 239.80K | 0.85% | $390.87K |
Geode capital management | 111.53K | 0.40% | $181.84K |
Verity asset management | 109.34K | 0.39% | $178.22M |
Renaissance | 62.90K | 0.22% | $102.53K |
Bridgeway capital management | 48.85K | 0.17% | $79.62K |
Scissortail wealth management | 45.00K | 0.16% | $73.35K |
Blackrock | 33.69K | 0.13% | $34.37K |
Ubs group | 33.16K | 0.13% | $33.82K |
State street | 31.67K | 0.11% | $51.62K |
Blackrock funding, inc. /de | 27.33K | 0.10% | $44.55K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Verity asset management | 109.34K | 0.10% | $178.22M |
Scissortail wealth management | 45.00K | 0.02% | $73.35K |
Two sigma securities | 11.65K | 0.00% | $18.99K |
Bridgeway capital management | 48.85K | 0.00% | $79.62K |
Empowered funds | 21.85K | 0.00% | $35.61K |
Renaissance | 62.90K | 0.00% | $102.53K |
Tower research capital llc (trc) | 2.47K | 0.00% | $4.02K |
Susquehanna group, llp | - | - | - |
Zrc wealth management | 11.00 | - | $18.00 |
Millennium management | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Scissortail wealth management | 45.00K | 0.02% | 45.00K |
Geode capital management | 111.53K | - | 23.76K |
Ubs group | 33.16K | - | 13.51K |
Renaissance | 62.90K | 0.00% | 12.40K |
Goldman sachs group | 11.96K | - | 11.96K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Citadel advisors | - | - | -24.63K |
Millennium management | - | - | -23.19K |
Hrt financial lp | - | - | -13.16K |
Susquehanna group, llp | - | - | -10.00K |
Blackrock funding, inc. /de | 27.33K | - | -7.24K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Scissortail wealth management | 45.00K | 0.02% | 45.00K | $73.35K |
Two sigma securities | 11.65K | 0.00% | 11.65K | $18.99K |
Sold Out
Holder | Change |
---|---|
Citigroup | -25.00 |
Wells fargo & company/mn | -40.00 |
Mather group, llc. | -50.00 |
Susquehanna group, llp | -10.00K |
Hrt financial lp | -13.16K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 17 | 13.33% | 734,765 | 14.85% | 2 | 50.36% | 9 | 28.57% | 3 | - |
Sep 30, 2024 | 15 | -21.05% | 639,754 | -6.20% | 2 | 31.60% | 7 | -12.50% | 3 | -50.00% |
Jun 30, 2024 | 19 | -9.52% | 682,007 | -9.36% | 2 | 30.43% | 8 | -27.27% | 6 | 20.00% |
Mar 31, 2024 | 21 | - | 752,419 | -1.73% | 2 | 32.77% | 11 | -21.43% | 5 | 66.67% |
Dec 31, 2023 | 21 | 16.67% | 765,677 | 18.24% | 3 | 45.56% | 14 | 40.00% | 3 | -25.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 416.41K | 1.18% | - |
Vanguard US Total Market Shares ETF | 133.54K | 0.38% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 102.77K | 0.29% | - |
Fidelity Extended Market Index | 57.31K | 0.17% | -365.00 |
Spartan Extended Market Index Pool E | 40.19K | 0.12% | 365.00 |
Spartan Extended Market Index Pool F | 40.19K | 0.11% | 365.00 |
Bridgeway Omni Small-Cap Value N | 27.00K | 0.08% | - |
Bridgeway Omni Small-Cap Value | 27.00K | 0.08% | - |
EA Bridgeway Omni Small-Cap Value ETF | 21.85K | 0.06% | - |
Fidelity Total Market Index | 19.97K | 0.06% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 27, 2025 | Smith Ryan Lewis | CEO | Buy | $630.00 |
Mar 26, 2025 | Smith Ryan Lewis | CEO | Buy | $650.00 |
Mar 13, 2025 | Smith Ryan Lewis | CEO | Buy | $670.00 |
Mar 14, 2025 | Smith Ryan Lewis | CEO | Buy | $645.00 |
Feb 26, 2025 | Smith Ryan Lewis | CEO | Buy | $835.00 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | 26 | - |
2024 Q4 | 28 | - |
2024 Q3 | 6 | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
USEG Ownership FAQ
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