Morgan Stanley’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Sell |
159,364
-20,020
| -11% | -$284K | ﹤0.01% | 4687 |
|
|
2025
Q4 | $2.47M | Buy |
179,384
+67,138
| +60% | +$988K | ﹤0.01% | 4664 |
|
|
2025
Q3 | $1.68M | Sell |
112,246
-83,603
| -43% | -$1.5M | ﹤0.01% | 4888 |
|
|
2025
Q2 | $5.26M | Buy |
195,849
+104,785
| +115% | +$2.01M | ﹤0.01% | 4029 |
|
|
2025
Q1 | $1.37M | Sell |
91,064
-303
| -0.3% | -$4.42K | ﹤0.01% | 4834 |
|
|
2024
Q4 | $1.42M | Buy |
91,367
+12,047
| +15% | +$189K | ﹤0.01% | 4914 |
|
|
2024
Q3 | $1.29M | Buy |
79,320
+20,232
| +34% | +$331K | ﹤0.01% | 4897 |
|
|
2024
Q2 | $864K | Sell |
59,088
-25,301
| -30% | -$385K | ﹤0.01% | 5049 |
|
|
2024
Q1 | $1.27M | Sell |
84,389
-105,293
| -56% | -$2.02M | ﹤0.01% | 4845 |
|
|
2023
Q4 | $5.34M | Buy |
189,682
+146,277
| +337% | +$3.36M | ﹤0.01% | 4340 |
|
|
2023
Q3 | $639K | Sell |
43,405
-152
| -0.3% | -$2.21K | ﹤0.01% | 5052 |
|
|
2023
Q2 | $616K | Sell |
43,557
-16,824
| -28% | -$249K | ﹤0.01% | 5113 |
|
|
2023
Q1 | $834K | Sell |
60,381
-9,084
| -13% | -$104K | ﹤0.01% | 4956 |
|
|
2022
Q4 | $718K | Buy |
69,465
+25,004
| +56% | +$243K | ﹤0.01% | 5047 |
|
|
2022
Q3 | $416K | Buy |
44,461
+12,204
| +38% | +$118K | ﹤0.01% | 5349 |
|
|
2022
Q2 | $296K | Buy |
32,257
+22,796
| +241% | +$168K | ﹤0.01% | 5693 |
|
|
2022
Q1 | $64K | Sell |
9,461
-3,936
| -29% | -$23.2K | ﹤0.01% | 6574 |
|
|
2021
Q4 | $74K | Sell |
13,397
-2,258
| -14% | -$12.5K | ﹤0.01% | 6614 |
|
|
2021
Q3 | $103K | Sell |
15,655
-15,320
| -49% | -$95.2K | ﹤0.01% | 6358 |
|
|
2021
Q2 | $196K | Buy |
30,975
+23,878
| +336% | +$146K | ﹤0.01% | 6025 |
|
|
2021
Q1 | $45K | Sell |
7,097
-6,438
| -48% | -$48.2K | ﹤0.01% | 6392 |
|
|
2020
Q4 | $98K | Buy |
13,535
+1,584
| +13% | +$13.4K | ﹤0.01% | 5918 |
|
|
2020
Q3 | $96K | Sell |
11,951
-7,922
| -40% | -$66.9K | ﹤0.01% | 5452 |
|
|
2020
Q2 | $147K | Buy |
19,873
+14,233
| +252% | +$112K | ﹤0.01% | 5220 |
|
|
2020
Q1 | $41K | Sell |
5,640
-30,690
| -84% | -$221K | ﹤0.01% | 5546 |
|
|
2019
Q4 | $281K | Buy |
36,330
+11,568
| +47% | +$90.7K | ﹤0.01% | 5256 |
|
|
2019
Q3 | $185K | Buy |
24,762
+5,347
| +28% | +$46.7K | ﹤0.01% | 5171 |
|
|
2019
Q2 | $207K | Buy |
19,415
+688
| +4% | +$6.4K | ﹤0.01% | 5007 |
|
|
2019
Q1 | $159K | Sell |
18,727
-6,130
| -25% | -$51.2K | ﹤0.01% | 5179 |
|
|
2018
Q4 | $151K | Buy |
24,857
+20,242
| +439% | +$127K | ﹤0.01% | 5400 |
|
|
2018
Q3 | $25K | Sell |
4,615
-30,889
| -87% | -$172K | ﹤0.01% | 6073 |
|
|
2018
Q2 | $176K | Sell |
35,504
-397
| -1% | -$1.92K | ﹤0.01% | 5581 |
|
|
2018
Q1 | $179K | Sell |
35,901
-33,627
| -48% | -$153K | ﹤0.01% | 5514 |
|
|
2017
Q4 | $303K | Buy |
69,528
+41,351
| +147% | +$218K | ﹤0.01% | 5248 |
|
|
2017
Q3 | $185K | Buy |
28,177
+5,931
| +27% | +$37.8K | ﹤0.01% | 5391 |
|
|
2017
Q2 | $169K | Buy |
22,246
+1,300
| +6% | +$9.94K | ﹤0.01% | 5419 |
|
|
2017
Q1 | $152K | Sell |
20,946
-20,019
| -49% | -$117K | ﹤0.01% | 5440 |
|
|
2016
Q4 | $236K | Buy |
40,965
+34,576
| +541% | +$200K | ﹤0.01% | 5291 |
|
|
2016
Q3 | $38K | Sell |
6,389
-10,969
| -63% | -$70.6K | ﹤0.01% | 5695 |
|
|
2016
Q2 | $118K | Buy |
17,358
+9,597
| +124% | +$70.8K | ﹤0.01% | 5179 |
|
|
2016
Q1 | $59K | Sell |
7,761
-139
| -2% | -$1.2K | ﹤0.01% | 5544 |
|
|
2015
Q4 | $88K | Sell |
7,900
-134,110
| -94% | -$1.52M | ﹤0.01% | 5474 |
|
|
2015
Q3 | $1.17M | Buy |
142,010
+117,343
| +476% | +$1.15M | ﹤0.01% | 3986 |
|
|
2015
Q2 | $258K | Buy |
24,667
+5,777
| +31% | +$65.6K | ﹤0.01% | 5126 |
|
|
2015
Q1 | $150K | Buy |
18,890
+4,942
| +35% | +$33.3K | ﹤0.01% | 5339 |
|
|
2014
Q4 | $86K | Buy |
13,948
+12,362
| +779% | +$83.4K | ﹤0.01% | 5609 |
|
|
2014
Q3 | $12K | Sell |
1,586
-22,338
| -93% | -$163K | ﹤0.01% | 6145 |
|
|
2014
Q2 | $188K | Sell |
23,924
-13,634
| -36% | -$108K | ﹤0.01% | 5190 |
|
|
2014
Q1 | $375K | Buy |
37,558
+22,327
| +147% | +$230K | ﹤0.01% | 4751 |
|
|
2013
Q4 | $155K | Buy |
+15,231
| New | +$171K | ﹤0.01% | 5147 |
|
|
2013
Q3 | – | Sell |
-25,772
| Closed | -$236K | – | 5346 |
|
|
2013
Q2 | $236K | Buy |
+25,772
| New | +$250K | ﹤0.01% | 4741 |
|
Other funds holding GNE
JGC
VCM
SCTC
VPM
