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Genie Energy

110 hedge funds and large institutions have $260M invested in Genie Energy in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $133M → $260M (+$127M)

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

6% more funds holding

Funds holding: 104110 (+6)

3.66% more ownership

Funds ownership: 34.61%38.27% (+3.7%)

32% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.54M

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
45
Reduced
26
Closed
19
Calls
$1.04M
Puts
$1.54M
Net Calls
-$499K
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.7M +$25.3M +1,319,786 +117%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.1M -$1.41M -73,355 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28M -$1.35M -70,702 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$15.2M +$92K +4,800 +0.9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.1M +$1.97M +102,702 +22%
State Street
6
State Street
Massachusetts
$12.2M +$1.44M +75,021 +20%
KBG
7
Kahn Brothers Group
New York
$5.35M -$69.2K -3,609 -2%
Morgan Stanley
8
Morgan Stanley
New York
$5.26M +$2.01M +104,785 +115%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.04M +$521K +27,182 +17%
AP
10
Americana Partners
Texas
$4.44M +$118K +6,155 +4%
Northern Trust
11
Northern Trust
Illinois
$4.4M +$794K +41,411 +34%
OWIM
12
Old West Investment Management
California
$4.32M
N
13
Nuveen
North Carolina
$4.16M +$1.44M +75,197 +95%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.95M +$630K +32,894 +29%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.92M +$2.19M +114,283 +362%
Goldman Sachs
16
Goldman Sachs
New York
$3.65M -$206K -10,723 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$3.48M +$1.29M +67,118 +107%
AllianceBernstein
18
AllianceBernstein
Tennessee
$2.99M -$67.1K -3,500 -3%
Bank of America
19
Bank of America
North Carolina
$2.37M +$1.3M +67,901 +337%
MAM
20
Martingale Asset Management
Massachusetts
$2.31M +$23K +1,201 +1%
Cerity Partners
21
Cerity Partners
New York
$2.18M -$47.4K -2,474 -3%
Charles Schwab
22
Charles Schwab
California
$1.7M +$414K +21,607 +52%
Barclays
23
Barclays
United Kingdom
$1.62M +$872K +45,500 +307%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.51M +$402K +20,975 +60%
Millennium Management
25
Millennium Management
New York
$1.39M +$68.1K +3,554 +7%

GNE Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q2 2025, worth a combined $260M — up 96% from $133M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GNE positions and 19 closed out — a net gain of 6 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $25.3M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $15.5M sold.

  • 110 institutional investors held Genie Energy (GNE) as of Q2 2025, up from 104 in Q1 2025.
  • Funds reported $260M of Genie Energy stock for Q2 2025, up 96% quarter-over-quarter.
  • 25 funds opened new Genie Energy positions in Q2 2025 and 19 closed out, a net change of +6 holders.
  • The largest Genie Energy buyer in Q2 2025 was BlackRock, an estimated $25.3M added.
  • The largest Genie Energy seller in Q2 2025 was J. Goldman & Co, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.