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 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 |
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 | 90.18K | 0.27% | -235.00 |
Bridgeway Omni Small-Cap Value | 27.00K | 0.08% | - |
Bridgeway Omni Small-Cap Value N | 27.00K | 0.08% | - |
Fidelity Series Total Market Index | 25.33K | 0.07% | -7.38K |
EA Bridgeway Omni Small-Cap Value ETF | 21.85K | 0.06% | - |
Fidelity Total Market Index | 19.97K | 0.06% | - |
Spartan Extended Market Index Pool F | 19.95K | 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
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