U.S. Energy Ownership | Who Owns U.S. Energy?
U.S. Energy Ownership Summary
U.S. Energy is owned by 3.45% institutional investors, 60.78% insiders, and 35.77% retail investors. Empery asset management, lp is the largest institutional shareholder, holding 5.67% of USEG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.77% of its assets in U.S. Energy shares.
USEG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | U.S. Energy | 3.45% | 60.78% | 35.77% |
| Sector | Energy Stocks | 147.83% | 14.99% | -62.82% |
| Industry | Oil & Gas Exploration & Production Stocks | 33.81% | 15.04% | 51.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Empery asset management, lp | 1.92M | 5.67% | $1.70M |
| Vanguard group | 615.75K | 1.88% | $568.95K |
| Ubs group | 482.33K | 1.43% | $426.38K |
| Vontobel | 340.45K | 1.01% | $302.77K |
| Hightower advisors | 300.00K | 0.89% | $265.23K |
| Geode capital management | 223.65K | 0.66% | $197.75K |
| Peak6 | 200.00K | 0.59% | $176.82K |
| State street | 124.57K | 0.37% | $110.13K |
| Virtu financial | 111.60K | 0.33% | $99.00K |
| Thompson davis | 80.78K | 0.24% | $71.42K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Empery asset management, lp | 1.92M | 2.04% | $1.70M |
| Thompson davis | 80.78K | 0.05% | $71.42K |
| Uniting wealth partners | 45.00K | 0.01% | $39.78K |
| Virtu financial | 111.60K | 0.00% | $99.00K |
| United asset strategies | 39.02K | 0.00% | $34.49K |
| Vontobel | 340.45K | 0.00% | $302.77K |
| Fny investment advisers | 3.00K | 0.00% | $2.00K |
| Bridgeway capital management | 48.85K | 0.00% | $43.19K |
| Peak6 | 200.00K | 0.00% | $176.82K |
| Hightower advisors | 300.00K | 0.00% | $265.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Empery asset management, lp | 1.92M | 2.04% | 1.92M |
| Vontobel | 340.45K | 0.00% | 340.45K |
| Hightower advisors | 300.00K | 0.00% | 300.00K |
| Ubs group | 482.33K | 0.00% | 299.26K |
| Peak6 | 200.00K | 0.00% | 200.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Verity asset management | - | - | -103.33K |
| Citadel advisors | - | - | -61.82K |
| Raymond james financial | - | - | -45.00K |
| Scissortail wealth management | - | - | -45.00K |
| Xtx topco | 13.16K | 0.00% | -31.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Empery asset management, lp | 1.92M | 2.04% | 1.92M | $1.70M |
| Vontobel | 340.45K | 0.00% | 340.45K | $302.77K |
| Hightower advisors | 300.00K | 0.00% | 300.00K | $265.23K |
| Peak6 | 200.00K | 0.00% | 200.00K | $176.82K |
| Thompson davis | 80.78K | 0.05% | 80.78K | $71.42K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -5.00 |
| Jpmorgan chase | -13.00 |
| Org partners | -29.00 |
| Wells fargo & company/mn | -40.00 |
| Barclays | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 14 | -39.13% | 1,131,466 | -1.14% | 3 | 28.12% | 7 | -22.22% | 2 | -75.00% |
| Sep 30, 2025 | 22 | -18.52% | 1,144,096 | -7.77% | 3 | 24.29% | 8 | -42.86% | 8 | 166.67% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 407.50K | 0.77% | - |
| Vanguard US Total Market Shares ETF | 133.54K | 0.38% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 153.50K | 0.29% | - |
| Fidelity Extended Market Index | 133.63K | 0.26% | 21.43K |
| Bridgeway Omni Small-Cap Value | 27.00K | 0.07% | - |
| Bridgeway Omni Small-Cap Value N | 27.00K | 0.07% | - |
| NT Ext Equity Mkt Index Fund - Lending | 33.07K | 0.06% | - |
| Northern Trust Extended Eq Market Idx | 33.07K | 0.06% | 18.87K |
| NT Ext Equity Mkt Idx Fd - L | 33.07K | 0.06% | - |
| iShares Micro-Cap ETF | 27.65K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2026 | Smith Ryan Lewis | CEO | Buy | $13.05K |
| Mar 02, 2026 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $50.04K |
| Mar 03, 2026 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $298.49K |
| Mar 02, 2026 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $447.27K |
| Mar 03, 2026 | Batchelor Joshua Lane | Member of 10% owner group | Sell | $33.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | 8 |
| 2025 Q4 | - | 12 |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 5 | 13 |
USEG Ownership FAQ
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