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BFC Planning, Inc.’s Genie Energy GNE Stock Holding History

BFC Planning, Inc.’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.15K Buy
356
+2
+0.6% +$28 ﹤0.01% 2670
2026
Q1 		$5.01K Buy
354
+2
+0.6% +$28 ﹤0.01% 2310
2025
Q4 		$4.86K Buy
352
+1
+0.3% +$15 ﹤0.01% 2367
2025
Q3 		$5.24K Buy
351
+2
+0.6% +$36 ﹤0.01% 2180
2025
Q2 		$9.38K Buy
349
+1
+0.3% +$19 ﹤0.01% 1839
2025
Q1 		$5.23K Buy
348
+2
+0.6% +$29 ﹤0.01% 2010
2024
Q4 		$5.39K Buy
+346
New +$5.43K ﹤0.01% 1995

Other funds holding GNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
J. Goldman & Co
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company Sanibel, Florida $4.04B AUM 26.09% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s GNE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Genie Energy (GNE) stake by 0.56% in Q2 2026, buying an estimated $28 and bringing the position to 356 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

BFC Planning, Inc. first reported a position in GNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.38K in Q2 2025. 110 funds tracked by Wall St. Rank hold GNE as of Q2 2026.

  • BFC Planning, Inc. held 356 shares of Genie Energy worth $5.15K as of Q2 2026.
  • BFC Planning, Inc. bought 2 Genie Energy shares in Q2 2026, an estimated $28.
  • Genie Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2670 holding.
  • BFC Planning, Inc. first reported a position in Genie Energy in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Genie Energy position peaked at $9.38K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Genie Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.