undamentalytics Newsletter

Energy Focus, Inc: which funds bought and sold

Institutions that bought and sold Energy Focus shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Energy Focus, and 3 cut or closed them. Together they added a net 85K shares, +74.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 36K shares (+350.4%); index fund managers were net buyers of 7,672 shares (+7.5%). 5 opened a new position and 2 sold out entirely.

Bought, Q2 2026 9 institutions, 5 of them new holders Sold, Q2 2026 3 institutions, 2 of them sold out
Net change, all compared +85K shares (+74.3%)
Net change, active managers +36K shares (+350.4%), 3 bought, 0 sold

Buyers versus sellers

institutions compared, 18
Active managers and hedge funds 3 bought · 0 sold · +36K
Index fund managers 1 bought · 1 sold · +7,672
Other institutions 5 bought · 2 sold · +42K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Heck Capital Advisors, LLC +35K New position 35K $116,481
Renaissance Technologies LLC Hedge fund +23K +224.3% 33K $110,213
State Street Corp Index funds +14K New position 14K $45,593
Citadel Advisors LLC Hedge fund +13K New position 13K $41,927
UBS Group AG +3,215 +7841.5% 3,256 $10,745
Morgan Stanley +2,000 +432.0% 2,463 $8,128
Tower Research Capital LLC (TRC) +871 +44.3% 2,836 $9,359
FMR LLC Active manager +287 New position 287 $946
Royal Bank Of Canada +175 New position 175 $1,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Geode Capital Management, LLC Index funds −6,144 −17.3% 29K $97,188
Osaic Holdings, Inc. −11 Sold out 0 —
Wells Fargo & Company −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Heck Capital Advisors, LLC 35K $116,481
State Street CorpIndex funds 14K $45,593
Citadel Advisors LLCHedge fund 13K $41,927
Royal Bank Of Canada 175 $1,000
FMR LLCActive manager 287 $946

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Osaic Holdings, Inc. 11 $21
Wells Fargo & Company 1 $2

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
16
Ten largest holders
98.5%
of 13F-reported shares
Index fund managers
54.8%
of 13F-reported shares
Active managers and hedge funds
23.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 3 0 2 0 +36K +350.4%
Index fund managers 1 1 1 0 +7,672 +7.5%
Other institutions 5 2 2 2 +42K +1637.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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