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

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U.S. Energy Ownership Summary

U.S. Energy is owned by 3.86% institutional investors, 73.25% insiders, and 22.89% 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 1.20% of its assets in U.S. Energy shares.

USEG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U.S. Energy	3.86%	73.25%	22.89%
Sector	Energy Stocks	108.48%	14.45%	-22.93%
Industry	Oil & Gas Exploration & Production Stocks	257.82%	16.79%	-174.61%

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	103.33K	0.32%	$144.66K
Renaissance	62.90K	0.22%	$102.53K
Bridgeway capital management	48.85K	0.17%	$79.62K
Xtx topco	44.84K	0.14%	$62.78K
Blackrock	33.69K	0.13%	$34.37K
Ubs group	33.16K	0.13%	$33.82K
State street	31.67K	0.11%	$51.62K
Thompson davis	35.06K	0.11%	$49.08K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Verity asset management	103.33K	0.07%	$144.66K
Thompson davis	35.06K	0.02%	$49.08K
Xtx topco	44.84K	0.00%	$62.78K
Two sigma securities	11.16K	0.00%	$15.62K
Bridgeway capital management	48.85K	0.00%	$79.62K
Empowered funds	21.85K	0.00%	$30.59K
Renaissance	62.90K	0.00%	$102.53K
Tower research capital llc (trc)	-	-	-
Bank of america corp /de/	581.00	-	$593.00
Blackrock	33.69K	-	$34.37K

Top Buyers

Holder	Shares	% Assets	Change
Verity asset management	103.33K	0.07%	103.33K
Thompson davis	35.06K	0.02%	35.06K
Geode capital management	111.53K	-	23.76K
Xtx topco	44.84K	0.00%	17.08K
Ubs group	33.16K	-	13.51K

Top Sellers

Holder	Shares	% Assets	Change
Raymond james financial	-	-	-45.00K
Scissortail wealth management	-	-	-45.00K
Quadrature capital	-	-	-31.77K
Squarepoint ops	-	-	-29.01K
Citadel advisors	-	-	-24.63K

New Positions

Holder	Shares	% Assets	Change	Value
Thompson davis	35.06K	0.02%	35.06K	$49.08K

Sold Out

Holder	Change
Jpmorgan chase	-13.00
Citigroup	-25.00
Org partners	-29.00
Wells fargo & company/mn	-40.00
Mather group, llc.	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	27	12.50%	1,262,132	7.30%	3	29.90%	15	-21.05%	3	200.00%
Mar 31, 2025	24	26.32%	1,176,275	60.07%	3	52.38%	19	111.11%	1	-75.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	407.50K	1.20%	-8.91K
Vanguard Institutional Extnd Mkt Idx Tr	153.50K	0.45%	-10.25K
Vanguard US Total Market Shares ETF	133.54K	0.38%	-
Fidelity Extended Market Index	89.44K	0.26%	-735.00
Bridgeway Omni Small-Cap Value	27.00K	0.08%	-
Bridgeway Omni Small-Cap Value N	27.00K	0.08%	-
Fidelity Series Total Market Index	24.53K	0.07%	-805.00
EA Bridgeway Omni Small-Cap Value ETF	21.85K	0.06%	-
Spartan Extended Market Index Pool F	20.68K	0.06%	735.00
Fidelity Total Market Index	19.97K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 12, 2025	Smith Ryan Lewis	CEO	Buy	$4.56K
Aug 13, 2025	Smith Ryan Lewis	CEO	Buy	$2.34K
Jun 23, 2025	Batchelor Joshua Lane	Member of 10% owner group	Sell	$1.79M
Jun 18, 2025	Batchelor Joshua Lane	Member of 10% owner group	Sell	$932.04K
Jun 20, 2025	Batchelor Joshua Lane	Member of 10% owner group	Sell	$85.30K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	5	13
2025 Q1	26	-
2024 Q4	28	-
2024 Q3	6	-

USEG Ownership FAQ

Who Owns U.S. Energy?

U.S. Energy shareholders are primarily institutional investors at 3.86%, followed by 73.25% insiders and 22.89% retail investors. The average institutional ownership in U.S. Energy's industry, Oil & Gas Exploration & Production Stocks, is 257.82%, 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, 0.85%), Geode capital management (111.53K shares, 0.40%), and Verity asset management (103.33K shares, 0.32%). Together, they hold 1.57% 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 0.07% of its assets in 103.33K U.S. Energy shares, valued at 144.66K$.

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 1.20% of its total shares outstanding invested in 407.5K U.S. Energy shares.

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