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 Q2	$124K	Sell	25,000 -161,930	-87%	-$865K	﹤0.01%	1517
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 $635M AUM 28.07% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Jefferies Financial Group's KGEI Position: Q2 2026 in Review

Jefferies Financial Group reduced its Kolibri Global Energy (KGEI) stake by 87% in Q2 2026, selling an estimated $865K and leaving 25,000 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Jefferies Financial Group first reported a position in KGEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 82 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

Jefferies Financial Group held 25,000 shares of Kolibri Global Energy worth $124K as of Q2 2026.
Jefferies Financial Group sold 161,930 Kolibri Global Energy shares in Q2 2026, an estimated $865K.
Kolibri Global Energy made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1517 holding.
Jefferies Financial Group first reported a position in Kolibri Global Energy in Q4 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Kolibri Global Energy position peaked at $1.44M in Q4 2024.
82 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.