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Genie Energy

116 hedge funds and large institutions have $139M invested in Genie Energy in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% more funds holding

Funds holding: 114116 (+2)

1.39% more ownership

Funds ownership: 39.02%40.4% (+1.4%)

5% less capital invested

Capital invested by funds: $147M → $139M (-$7.82M)

39% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 54

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
33
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.9M -$282K -19,170 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.5M -$201K -13,664 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M -$1.63M -110,832 -11%
JGC
4
J. Goldman & Co
New York
$11.1M +$9.07M +616,017 +325%
State Street
5
State Street
Massachusetts
$7.21M +$682K +46,344 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.21M -$600K -40,800 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.66M -$109K -7,438 -2%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$3.15M -$1.11M -75,346 -25%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$2.79M +$339K +23,028 +13%
KBG
10
Kahn Brothers Group
New York
$2.62M -$23K -1,560 -0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.59M -$55.5K -3,768 -2%
Morgan Stanley
12
Morgan Stanley
New York
$2.47M +$988K +67,138 +60%
AP
13
Americana Partners
Texas
$2.28M
OWIM
14
Old West Investment Management
California
$2.21M
Northern Trust
15
Northern Trust
Illinois
$2.04M -$188K -12,773 -8%
Victory Capital Management
16
Victory Capital Management
Texas
$1.75M +$331K +22,502 +22%
Goldman Sachs
17
Goldman Sachs
New York
$1.51M +$123K +8,366 +8%
MAM
18
Martingale Asset Management
Massachusetts
$1.2M -$146K -9,908 -10%
QCM
19
Quantinno Capital Management
New York
$1.1M +$698K +47,402 +147%
Cerity Partners
20
Cerity Partners
New York
$1.02M -$31.2K -2,118 -3%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.01M +$688K +46,747 +211%
AQR Capital Management
22
AQR Capital Management
Connecticut
$953K -$7.79K -529 -0.8%
First Trust Advisors
23
First Trust Advisors
Illinois
$912K +$15.4K +1,049 +2%
Millennium Management
24
Millennium Management
New York
$843K -$34.2K -2,322 -4%
Charles Schwab
25
Charles Schwab
California
$834K -$38.4K -2,606 -4%