Via Renewables Ownership | Who Owns Via Renewables?
Via Renewables Ownership Summary
Via Renewables is owned by 0.31% institutional investors, 25.72% insiders, and 73.97% retail investors. Advisor group is the largest institutional shareholder, holding 0.31% of VIA shares. Bridgeway Ultra-Small Company Market is the top mutual fund, with 0.43% of its assets in Via Renewables shares.
VIA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Via Renewables | 0.31% | 25.72% | 73.97% |
Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
Industry | Regulated Electric Stocks List | 62.02% | 3.57% | 34.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Advisor group | 10.16K | 0.31% | $111.74K |
Arrowstreet capital, limited partnership | - | - | - |
Eversource wealth advisors | - | - | - |
Gsa capital partners llp | - | - | - |
Blackrock | - | - | - |
Tower research capital llc (trc) | - | - | - |
Renaissance | - | - | - |
Susquehanna group, llp | - | - | - |
Oxford asset management llp | - | - | - |
Geode capital management | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Advisor group | 10.16K | 0.00% | $111.74K |
Arrowstreet capital, limited partnership | - | - | - |
Eversource wealth advisors | - | - | - |
Gsa capital partners llp | - | - | - |
Blackrock | - | - | - |
Tower research capital llc (trc) | - | - | - |
Renaissance | - | - | - |
Susquehanna group, llp | - | - | - |
Oxford asset management llp | - | - | - |
Geode capital management | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Group one trading | - | - | -1.00 |
Jpmorgan chase | - | - | -10.00 |
Citigroup | - | - | -18.00 |
Fmr | - | - | -25.00 |
Advisornet financial | - | - | -40.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vanguard group | - | - | -165.18K |
Renaissance | - | - | -139.18K |
Oxford asset management llp | - | - | -56.00K |
Blackrock | - | - | -53.69K |
Gsa capital partners llp | - | - | -48.46K |
Sold Out
Holder | Change |
---|---|
Group one trading | -1.00 |
Jpmorgan chase | -10.00 |
Citigroup | -18.00 |
Fmr | -25.00 |
Advisornet financial | -40.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 1 | -96.88% | 10,158 | -98.47% | - | 0.07% | - | -100.00% | 1 | -88.89% |
Mar 31, 2024 | 32 | 18.52% | 662,878 | 7.07% | 20 | 5.59% | 11 | 83.33% | 9 | -18.18% |
Dec 31, 2023 | 27 | -18.18% | 619,131 | -14.95% | 19 | 3.77% | 6 | -33.33% | 11 | -31.25% |
Sep 30, 2023 | 33 | 3.13% | 727,998 | -7.18% | 22 | 3.76% | 9 | -30.77% | 16 | -11.11% |
Jun 30, 2023 | 32 | -28.89% | 784,343 | -20.68% | 24 | 2.52% | 13 | -71.11% | 18 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Bridgeway Ultra-Small Company Market | 14.00K | 0.43% | - |
Fidelity Nasdaq Composite Index | 3.07K | 0.09% | - |
Vanguard Instl Ttl Stck Mkt Idx Tr | 1.93K | 0.06% | - |
NT Ext Equity Mkt Idx Fd - NL | 1.79K | 0.06% | - |
SSgA U.S. Extended Market Index Class I | 1.04K | 0.03% | - |
Six Circles Mgd Eq Port US Uncons | 539.00 | 0.02% | - |
AZL® DFA US Small Cap | 513.00 | 0.02% | - |
Dimensional US Small Cap CIT Class S | 400.00 | 0.01% | - |
NT US Market Cap Idx Fd - L | 236.00 | 0.01% | - |
JHVIT Total Stock Market Index I | 126.00 | 0.00% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 14, 2022 | Maxwell W Keith III | Chief Executive Officer | Buy | $14.13K |
Mar 23, 2022 | Maxwell W Keith III | Chief Executive Officer | Buy | $32.23K |
Mar 14, 2022 | Maxwell W Keith III | Chief Executive Officer | Buy | $9.25K |
Mar 10, 2022 | Maxwell W Keith III | Chief Executive Officer | Buy | $6.37K |
Mar 11, 2022 | Maxwell W Keith III | Chief Executive Officer | Buy | $39.27K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2023 Q2 | - | - |
2023 Q1 | - | - |
2022 Q4 | 1 | - |
2022 Q2 | - | - |
2022 Q1 | 3 | - |
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