U.S. Energy Ownership | Who Owns U.S. Energy?
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 1.91% 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 | 109.24% | 14.55% | -23.79% |
| Industry | Oil & Gas Exploration & Production Stocks | 260.81% | 16.93% | -177.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 624.65K | 1.91% | $737.09K |
| Geode capital management | 177.15K | 0.54% | $209.07K |
| 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 |
| Uniting wealth partners | 45.00K | 0.14% | $53.10K |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Verity asset management | 103.33K | 0.07% | $144.66K |
| Uniting wealth partners | 45.00K | 0.01% | $53.10K |
| 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 |
| Vanguard personalized indexing management | 10.73K | 0.00% | $12.66K |
| Tower research capital llc (trc) | - | - | - |
| Susquehanna group, llp | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Verity asset management | 103.33K | 0.07% | 103.33K |
| Uniting wealth partners | 45.00K | 0.01% | 45.00K |
| Vanguard group | 624.65K | - | 41.01K |
| Xtx topco | 44.84K | 0.00% | 17.08K |
| Ubs group | 33.16K | - | 13.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Scissortail wealth management | - | - | -45.00K |
| Raymond james financial | - | - | -45.00K |
| Thompson davis | - | - | -33.41K |
| Quadrature capital | - | - | -31.77K |
| Squarepoint ops | - | - | -29.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Uniting wealth partners | 45.00K | 0.01% | 45.00K | $53.10K |
| Vanguard personalized indexing management | 10.73K | 0.00% | 10.73K | $12.66K |
| Barclays | 45.00 | - | 45.00 | $53.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -13.00 |
| Org partners | -29.00 |
| Wells fargo & company/mn | -40.00 |
| Mather group, llc. | -50.00 |
| Tower research capital llc (trc) | -2.47K |
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 |
|---|---|---|---|---|
| Oct 23, 2025 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $22.22K |
| Oct 24, 2025 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $182.05K |
| Oct 23, 2025 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $200.73K |
| Oct 27, 2025 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $171.68K |
| Oct 24, 2025 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $19.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 12 |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 5 | 13 |
| 2025 Q1 | 26 | - |
| 2024 Q4 | 28 | - |
USEG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools