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

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U.S. Energy Ownership Summary

U.S. Energy is owned by 2.28% institutional investors, 53.63% insiders, and 44.09% retail investors. Vanguard group is the largest institutional shareholder, holding 0.94% of USEG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.48% of its assets in U.S. Energy shares.

USEG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U.S. Energy	2.28%	53.63%	44.09%
Sector	Energy Stocks	59.12%	12.79%	28.09%
Industry	Oil & Gas Exploration & Production Stocks	64.97%	14.78%	20.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	239.80K	0.94%	$244.59K
Verity asset management	116.10K	0.46%	$118.42K
Geode capital management	68.42K	0.27%	$69.82K
Renaissance	49.20K	0.19%	$50.18K
Bridgeway capital management	47.38K	0.19%	$48.32K
Blackrock	33.69K	0.13%	$34.37K
Ubs group	33.16K	0.13%	$33.82K
State street	31.67K	0.12%	$32.30K
Empowered funds	20.38K	0.08%	$20.78K
Goldman sachs group	13.05K	0.05%	$13.31K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Verity asset management	116.10K	0.05%	$118.42K
Bridgeway capital management	47.38K	0.00%	$48.32K
Empowered funds	20.38K	0.00%	$20.78K
Tower research capital llc (trc)	5.15K	0.00%	$5.25K
Renaissance	49.20K	0.00%	$50.18K
Advisor group	200.00	-	$204.00
Susquehanna group, llp	-	-	-
Zrc wealth management	11.00	-	$12.00K
Mather group, llc.	-	-	-
Millennium management	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Verity asset management	116.10K	0.05%	16.75K
Ubs group	33.16K	-	13.51K
Goldman sachs group	13.05K	-	13.05K
Empowered funds	20.38K	0.00%	1.44K
Bridgeway capital management	47.38K	0.00%	1.44K

Top Sellers

Holder	Shares	% Assets	Change
Scissortail wealth management	-	-	-45.00K
Citadel advisors	-	-	-24.63K
Millennium management	-	-	-23.19K
Geode capital management	68.42K	-	-14.60K
Hrt financial lp	-	-	-13.16K

New Positions

Holder	Shares	% Assets	Change	Value
Goldman sachs group	13.05K	-	13.05K	$13.31K

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 %
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%
Sep 30, 2023	18	5.88%	647,535	-8.40%	2	32.61%	10	-	4	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	133.54K	0.48%	-
Vanguard Institutional Extnd Mkt Idx Tr	102.77K	0.37%	-
Fidelity Extended Market Index	36.05K	0.13%	20.07K
Bridgeway Omni Small-Cap Value	27.00K	0.10%	-
Bridgeway Omni Small-Cap Value N	27.00K	0.10%	-
EA Bridgeway Omni Small-Cap Value ETF	21.70K	0.08%	-
iShares Micro-Cap ETF	21.21K	0.08%	-
Fidelity Total Market Index	20.02K	0.07%	-
Fidelity Nasdaq Composite Index	15.10K	0.05%	-
Fidelity Series Total Market Index	12.20K	0.04%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 27, 2024	Smith Ryan Lewis	CEO	Buy	$860.00
Nov 26, 2024	Smith Ryan Lewis	CEO	Buy	$845.00
Nov 22, 2024	Smith Ryan Lewis	CEO	Buy	$920.00
Nov 25, 2024	Smith Ryan Lewis	CEO	Buy	$885.00
Nov 20, 2024	Smith Ryan Lewis	CEO	Buy	$880.00

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	22	-
2024 Q3	6	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	1	-

USEG Ownership FAQ

Who Owns U.S. Energy?

U.S. Energy shareholders are primarily institutional investors at 2.28%, followed by 53.63% insiders and 44.09% retail investors. The average institutional ownership in U.S. Energy's industry, Oil & Gas Exploration & Production Stocks, is 64.97%, which U.S. Energy falls below.

Who owns the most shares of U.S. Energy?

U.S. Energy’s largest shareholders are Vanguard group (239.8K shares, 0.94%), Verity asset management (116.1K shares, 0.46%), and Geode capital management (68.42K shares, 0.27%). Together, they hold 1.67% of U.S. Energy’s total shares outstanding.

Does Blackrock own U.S. Energy?

Yes, BlackRock owns 0.13% of U.S. Energy, totaling 33.69K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 34.36K$. In the last quarter, BlackRock decreased its holdings by -2.77K shares, a -7.60% change.

Who is U.S. Energy’s biggest shareholder by percentage of total assets invested?

Verity asset management is U.S. Energy’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 116.1K U.S. Energy shares, valued at 118.42K$.

Who is the top mutual fund holder of U.S. Energy shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of U.S. Energy shares, with 0.48% of its total shares outstanding invested in 133.54K U.S. Energy shares.

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