EF
KGEI

Empowered Funds’s Kolibri Global Energy KGEI Stock Holding History

Empowered Funds’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Buy
61,388
+4,733
+8% +$20K ﹤0.01% 1776
2025
Q4 		$223K Buy
56,655
+4,723
+9% +$20.6K ﹤0.01% 920
2025
Q3 		$288K Buy
51,932
+25,161
+94% +$147K ﹤0.01% 1603
2025
Q2 		$183K Buy
26,771
+1,765
+7% +$12.1K ﹤0.01% 1659
2025
Q1 		$210K Buy
+25,006
New +$188K ﹤0.01% 1498

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Empowered Funds's KGEI Position: Q1 2026 in Review

Empowered Funds increased its Kolibri Global Energy (KGEI) stake by 8.4% in Q1 2026, buying an estimated $20K and bringing the position to 61,388 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Empowered Funds first reported a position in KGEI in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • Empowered Funds held 61,388 shares of Kolibri Global Energy worth $337K as of Q1 2026.
  • Empowered Funds bought 4,733 Kolibri Global Energy shares in Q1 2026, an estimated $20K.
  • Kolibri Global Energy made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1776 holding.
  • Empowered Funds first reported a position in Kolibri Global Energy in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.