undamentalytics Newsletter

Genie Energy Ltd.: which funds bought and sold

Institutions that bought and sold Genie Energy 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, 62 institutions that filed 13F reports for both quarters added to or opened positions in Genie Energy, and 50 cut or closed them. Together they added a net 206K shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 237K shares (+9.0%); index fund managers were net buyers of 98K shares (+2.1%). 15 opened a new position and 19 sold out entirely.

Bought, Q2 2026 62 institutions, 15 of them new holders Sold, Q2 2026 50 institutions, 19 of them sold out
Net change, all compared +206K shares (+2.0%)
Net change, active managers +237K shares (+9.0%), 17 bought, 9 sold

Buyers versus sellers

institutions compared, 128
Active managers and hedge funds 17 bought · 9 sold · +237K
Index fund managers 7 bought · 3 sold · +98K
Other institutions 38 bought · 38 sold · −129K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
J. Goldman & Co LP Hedge fund +360K +40.8% 1.2M $17.9M
Blackrock, Inc. Index funds +59K +2.8% 2.2M $31.6M
Geode Capital Management, LLC Index funds +58K +11.9% 547K $7.9M
Millennium Management LLC Hedge fund +45K New position 45K $644,846
Marshall Wace, LLP Hedge fund +38K +36.4% 144K $2.1M
Goldman Sachs Group Inc +37K +30.7% 159K $2.3M
Vanguard Capital Management LLC Index funds +36K +4.1% 895K $12.9M
Walleye Capital LLC Hedge fund +32K New position 32K $469,177
Ep Wealth Advisors, LLC +23K New position 23K $336,410
Citadel Advisors LLC Hedge fund +20K +32.9% 80K $1.2M
Trexquant Investment LP Hedge fund +17K +69.7% 41K $590,933
Vanguard Portfolio Management LLC Index funds +15K +6.8% 231K $3.3M
Northern Trust Corp Index funds +14K +8.9% 168K $2.4M
Deutsche Bank Ag\ +14K +188.8% 21K $299,303
Charles Schwab Investment Management Inc Index funds +13K +23.4% 69K $998,336
Two Sigma Investments, LP Hedge fund +13K +98.1% 26K $380,310
Russell Investments Group, Ltd. +12K +114.1% 23K $326,932
Citigroup Inc +11K +1104.3% 12K $173,328
Bank Of America Corp +11K +53.6% 30K $436,939
Wells Fargo & Company +9,783 +110.3% 19K $269,578

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Los Angeles Capital Management LLC Active manager −113K −65.4% 60K $863,805
State Street Corp Index funds −69K −12.9% 466K $6.7M
Jacobs Levy Equity Management, Inc Active manager −52K −27.6% 136K $2M
Jpmorgan Chase & Co −42K −80.1% 10K $148,898
Qube Research & Technologies Ltd Hedge fund −40K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −34K −15.9% 179K $2.6M
Engineers Gate Manager LP Hedge fund −28K Sold out 0 —
Mitsubishi Ufj Asset Management Co., Ltd. −27K Sold out 0 —
Hillsdale Investment Management Inc. −26K Sold out 0 —
Kahn Brothers Group Inc −23K −13.2% 152K $2.2M
Florida Trust Wealth Management Co −23K −7.7% 272K $3.9M
Man Group PLC Hedge fund −22K −48.0% 23K $337,436
Rhumbline Advisers Index funds −20K −43.0% 27K $387,453
Bailard, Inc. −19K Sold out 0 —
Dimensional Fund Advisors LP −19K −2.4% 775K $11.2M
Jane Street Group, LLC −19K Sold out 0 —
Winton Group Ltd Hedge fund −19K Sold out 0 —
Gsa Capital Partners LLP −17K −46.6% 20K $286,000
State Of Wisconsin Investment Board −17K Sold out 0 —
Proshare Advisors LLC Index funds −12K Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qube Research & Technologies LtdHedge fund 40K $560,382
Engineers Gate Manager LPHedge fund 28K $399,299
Mitsubishi Ufj Asset Management Co., Ltd. 27K $388,327
Hillsdale Investment Management Inc. 26K $364,812
Bailard, Inc. 19K $270,625
Jane Street Group, LLC 19K $267,316
Winton Group LtdHedge fund 19K $263,230
State Of Wisconsin Investment Board 17K $243,208
Proshare Advisors LLCIndex funds 12K $171,829
Virtus Advisers, LLC 8,316 $117,588

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
109
Ten largest holders
69.5%
of 13F-reported shares
Index fund managers
45.0%
of 13F-reported shares
Active managers and hedge funds
27.4%
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 17 9 2 4 +237K +9.0%
Index fund managers 7 3 0 1 +98K +2.1%
Other institutions 38 38 13 14 −129K −4.3%

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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