Jefferies Financial Group’s Kolibri Global Energy KGEI Stock Holding History

Jefferies Financial Group’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	$1.03M	Sell	186,930 -67,039	-26%	-$283K	0.01%	915
2025 Q4	$1M	Buy	253,969 +239,296	+1,631%	+$1.04M	0.01%	1083
2025 Q3	$81.3K	Buy	+14,673	New	+$85.4K	﹤0.01%	1361
2025 Q1	–	Sell	-268,410	Closed	-$1.44M	–	1823
2024 Q4	$1.44M	Hold	268,410	–	–	0.01%	776
2024 Q3	$853K	Hold	268,410	–	–	0.01%	826
2024 Q2	$951K	Hold	268,410	–	–	0.01%	762
2024 Q1	$836K	Hold	268,410	–	–	0.01%	881
2023 Q4	$1.03M	Buy	+268,410	New	+$1.12M	0.01%	936

Other funds holding KGEI

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jefferies Financial Group's KGEI Position: Q1 2026 in Review

Jefferies Financial Group reduced its Kolibri Global Energy (KGEI) stake by 26% in Q1 2026, selling an estimated $283K and leaving 186,930 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #915.

Jefferies Financial Group first reported a position in KGEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2024. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

Jefferies Financial Group held 186,930 shares of Kolibri Global Energy worth $1.03M as of Q1 2026.
Jefferies Financial Group sold 67,039 Kolibri Global Energy shares in Q1 2026, an estimated $283K.
Kolibri Global Energy made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #915 holding.
Jefferies Financial Group first reported a position in Kolibri Global Energy in Q4 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Kolibri Global Energy position peaked at $1.44M in Q4 2024.
63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.