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Genie Energy LTD (GNE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares825,853 from 774,926
Change+50,927 (+7%)
Value$13.2M (+$2.0M)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares246,890 from 271,939
Change-25,049 (-9%)
Value$3.9M (+$15.8K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares189,482 from 188,360
Change+1,122 (+1%)
Value$3.0M (+$306.1K)
Filed 2026-11-05
Americana Partners, LLC
INCREASED
Shares171,988 from 171,982
Change+6 (0%)
Value$2.7M (+$263.2K)
Filed 2026-10-28
Strs Ohio
INCREASED
Shares57,800 from 47,100
Change+10,700 (+23%)
Value$923.6K (+$243.0K)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares29,405 from 24,042
Change+5,363 (+22%)
Value$469.9K (+$122.5K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,600 from 17,754
Change+3,846 (+22%)
Value$362.5K (+$112.5K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares14,934 from 11,389
Change+3,545 (+31%)
Value$238.6K (+$74.1K)
Filed 2026-10-29
State of Alaska, Department of Revenue
DECREASED
Shares3,989 from 4,830
Change-841 (-17%)
Value$63 (-$6)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares3,382 from 11,995
Change-8,613 (-72%)
Value$54.0K (-$119.3K)
Filed 2026-11-04
Signaturefd, LLC
NEW
Shares2,017
Change+2,017
Value$32.2K
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares1,813 from 2,879
Change-1,066 (-37%)
Value$29.0K (-$12.6K)
Filed 2026-11-06
Advocate Investing Services LLC
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$24.0K (+$2.3K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares1,455 from 1,379
Change+76 (+6%)
Value$23.3K (+$3.3K)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares923 from 357
Change+566 (+159%)
Value$14.8K (+$9.6K)
Filed 2026-10-08
Covestor Ltd
NEW
Shares672
Change+672
Value$11
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares417 from 426
Change-9 (-2%)
Value$6.7K (+$508)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares294 from 5
Change+289 (+5780%)
Value$4.7K (+$4.6K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW
Shares176
Change+176
Value$2.8K
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$2.1K (+$202)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares90 from 54
Change+36 (+67%)
Value$1.4K (+$658)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.1K (+$101)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares28 from 13
Change+15 (+115%)
Value$447 (+$259)
Filed 2026-10-14
Parkside Financial Bank & Trust
NEW
Shares25
Change+25
Value$400
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares17 from 3
Change+14 (+467%)
Value$272 (+$228)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares16 from 26
Change-10 (-38%)
Value$256 (-$120)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$128 (+$12)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$112
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$96
Filed 2026-10-30
Clearstead Advisors, LLC
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$96 (+$38)
Filed 2026-11-06
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$16
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$16 (+$2)
Filed 2026-10-29
James T. Borello RIA
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 2,187,340
Change-2,187,340 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,240,406
Change-1,240,406 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 895,200
Change-895,200 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 546,608
Change-546,608 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 507,062
Change-507,062 (-100%)
Value—
State Street Corp
N/A
Shares— from 466,336
Change-466,336 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 231,293
Change-231,293 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 178,538
Change-178,538 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 168,316
Change-168,316 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 160,600
Change-160,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 159,296
Change-159,296 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 157,575
Change-157,575 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 151,941
Change-151,941 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 145,721
Change-145,721 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 143,909
Change-143,909 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 138,851
Change-138,851 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 136,115
Change-136,115 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 94,998
Change-94,998 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 90,635
Change-90,635 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 80,234
Change-80,234 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 74,436
Change-74,436 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 69,252
Change-69,252 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 69,089
Change-69,089 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 59,779
Change-59,779 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 59,129
Change-59,129 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 56,656
Change-56,656 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 44,626
Change-44,626 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 40,895
Change-40,895 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 34,769
Change-34,769 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 32,705
Change-32,705 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 32,469
Change-32,469 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 30,953
Change-30,953 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,238
Change-30,238 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,382
Change-29,382 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 26,814
Change-26,814 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 26,319
Change-26,319 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,134
Change-26,134 (-100%)
Value—
Man Group plc
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,281
Change-23,281 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 22,625
Change-22,625 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 21,337
Change-21,337 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 20,713
Change-20,713 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 19,758
Change-19,758 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18,656
Change-18,656 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 18,457
Change-18,457 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,682
Change-14,682 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 14,372
Change-14,372 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,982
Change-13,982 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,091
Change-12,091 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 678
Change-678 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 653
Change-653 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 291
Change-291 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 120
Change-120 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED825,853774,926+50,927+7%$11.2M$13.2M+$2.0M2026-11-04
Florida Trust Wealth Management Co
DECREASED246,890271,939-25,049-9%$3.9M$3.9M+$15.8K2026-11-05
Bank of New York Mellon Corp
INCREASED189,482188,360+1,122+1%$2.7M$3.0M+$306.1K2026-11-05
Americana Partners, LLC
INCREASED171,988171,982+60%$2.5M$2.7M+$263.2K2026-10-28
Strs Ohio
INCREASED57,80047,100+10,700+23%$680.6K$923.6K+$243.0K2026-10-30
Barclays PLC
INCREASED29,40524,042+5,363+22%$347.4K$469.9K+$122.5K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED21,60017,754+3,846+22%$250.0K$362.5K+$112.5K2026-10-13
Vise Technologies, Inc.
INCREASED14,93411,389+3,545+31%$164.6K$238.6K+$74.1K2026-10-29
State of Alaska, Department of Revenue
DECREASED3,9894,830-841-17%$69$63-$62026-10-15
Citigroup Inc
DECREASED3,38211,995-8,613-72%$173.3K$54.0K-$119.3K2026-11-04
Signaturefd, LLC
NEW2,017—+2,017——$32.2K—2026-10-23
PNC Financial Services Group, Inc.
DECREASED1,8132,879-1,066-37%$41.6K$29.0K-$12.6K2026-11-06
Advocate Investing Services LLC
UNCHANGED1,4991,49900%$21.7K$24.0K+$2.3K2026-10-26
Versant Capital Management, Inc
INCREASED1,4551,379+76+6%$19.9K$23.3K+$3.3K2026-10-02
Gamma Investing LLC
INCREASED923357+566+159%$5.2K$14.8K+$9.6K2026-10-08
Covestor Ltd
NEW672—+672——$11—2026-10-30
Sterling Capital Management LLC
DECREASED417426-9-2%$6.2K$6.7K+$5082026-10-22
Farther Finance Advisors, LLC
INCREASED2945+289+5780%$72$4.7K+$4.6K2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW176—+176——$2.8K—2026-10-16
Larson Financial Group LLC
UNCHANGED13213200%$1.9K$2.1K+$2022026-11-05
EverSource Wealth Advisors, LLC
INCREASED9054+36+67%$781$1.4K+$6582026-11-04
SBI Securities Co., Ltd.
UNCHANGED666600%$954$1.1K+$1012026-10-22
Essential Partners LLC
INCREASED2813+15+115%$188$447+$2592026-10-14
Parkside Financial Bank & Trust
NEW25—+25——$400—2026-10-27
SJS Investment Consulting Inc.
INCREASED173+14+467%$44$272+$2282026-10-26
US Bancorp \de\
DECREASED1626-10-38%$376$256-$1202026-11-05
Nisa Investment Advisors, LLC
UNCHANGED8800%$116$128+$122026-10-20
Root Financial Partners, LLC
NEW7—+7——$112—2026-10-21
Provenance Wealth Advisors, LLC
NEW6—+6——$96—2026-10-30
Clearstead Advisors, LLC
INCREASED64+2+50%$58$96+$382026-11-06
Hughes Financial Services, LLC
NEW1—+1——$16—2026-10-30
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$14$16+$22026-10-29
James T. Borello RIA
CLOSED0577-577-100%$8.3K$0-$8.3K2026-10-16
Simplex Trading, LLC
CLOSED0205-205-100%$3.0K$0-$3.0K2026-11-04
Cornerstone Planning Group LLC
CLOSED0117-117-100%$1.7K$0-$1.7K2026-10-16
BlackRock, Inc.
N/A—2,187,340-2,187,340-100%$31.6M———
J. Goldman & Co LP
N/A—1,240,406-1,240,406-100%$17.9M———
Vanguard Capital Management LLC
N/A—895,200-895,200-100%$12.9M———
Geode Capital Management, LLC
N/A—546,608-546,608-100%$7.9M———
Renaissance Technologies LLC
N/A—507,062-507,062-100%$7.3M———
State Street Corp
N/A—466,336-466,336-100%$6.7M———
Vanguard Portfolio Management LLC
N/A—231,293-231,293-100%$3.3M———
Arrowstreet Capital, Limited Partnership
N/A—178,538-178,538-100%$2.6M———
Northern Trust Corp
N/A—168,316-168,316-100%$2.4M———
Old West Investment Management, LLC
N/A—160,600-160,600-100%$2.3M———
Goldman Sachs Group Inc
N/A—159,296-159,296-100%$2.3M———
Morgan Stanley
N/A—157,575-157,575-100%$2.3M———
Kahn Brothers Group Inc
N/A—151,941-151,941-100%$2.2M———
Quantinno Capital Management LP
N/A—145,721-145,721-100%$2.1M———
Marshall Wace, LLP
N/A—143,909-143,909-100%$2.1M———
Vanguard Fiduciary Trust Co
N/A—138,851-138,851-100%$2.0M———
Jacobs Levy Equity Management, Inc
N/A—136,115-136,115-100%$2.0M———
AQR Capital Management LLC
N/A—94,998-94,998-100%$1.4M———
Victory Capital Management Inc
N/A—90,635-90,635-100%$1.3M———
Citadel Advisors LLC
N/A—80,234-80,234-100%$1.2M———
Cerity Partners LLC
N/A—74,436-74,436-100%$1.1M———
First Trust Advisors LP
N/A—69,252-69,252-100%$1.0M———
Charles Schwab Investment Management Inc
N/A—69,089-69,089-100%$998.3K———
LOS Angeles Capital Management LLC
N/A—59,779-59,779-100%$863.8K———
Nuveen, LLC
N/A—59,129-59,129-100%$854.4K———
Martingale Asset Management L P
N/A—56,656-56,656-100%$818.7K———
Millennium Management LLC
N/A—44,626-44,626-100%$644.8K———
Trexquant Investment LP
N/A—40,895-40,895-100%$590.9K———
Price T Rowe Associates Inc
N/A—34,769-34,769-100%$503.0K———
Invesco Ltd.
N/A—32,705-32,705-100%$472.6K———
Walleye Capital LLC
N/A—32,469-32,469-100%$469.2K———
PDT Partners, LLC
N/A—30,953-30,953-100%$447.3K———
Bank of America Corp
N/A—30,238-30,238-100%$436.9K———
Mercer Global Advisors Inc
N/A—29,382-29,382-100%$424.6K———
Rhumbline Advisers
N/A—26,814-26,814-100%$387.5K———
Two Sigma Investments, LP
N/A—26,319-26,319-100%$380.3K———
Ameriprise Financial Inc
N/A—26,134-26,134-100%$377.6K———
Man Group plc
N/A—23,352-23,352-100%$337.4K———
EP Wealth Advisors, LLC
N/A—23,281-23,281-100%$336.4K———
Russell Investments Group, Ltd.
N/A—22,625-22,625-100%$326.9K———
Algert Global LLC
N/A—21,337-21,337-100%$308.3K———
Deutsche Bank Ag\
N/A—20,713-20,713-100%$299.3K———
GSA Capital Partners LLP
N/A—19,758-19,758-100%$286.0K———
Prudential Financial Inc
N/A—18,900-18,900-100%$273.1K———
Wells Fargo & Company
N/A—18,656-18,656-100%$269.6K———
Franklin Resources Inc
N/A—18,457-18,457-100%$266.7K———
Alliancebernstein L.P.
N/A—17,670-17,670-100%$249.9K———
XTX Topco Ltd
N/A—14,682-14,682-100%$212.2K———
Empowered Funds, LLC
N/A—14,372-14,372-100%$207.7K———
UBS Group AG
N/A—13,982-13,982-100%$202.0K———
Public Employees Retirement System of Ohio
N/A—12,091-12,091-100%$174.7K———
MetLife Investment Management, LLC
N/A—11,831-11,831-100%$171.0K———
JPMorgan Chase & Co
N/A—10,283-10,283-100%$148.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—9,726-9,726-100%$140.5K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—9,466-9,466-100%$136.8K———
Vanguard Global Advisers, LLC
N/A—7,571-7,571-100%$109.4K———
Police & Firemen's Retirement System of New Jersey
N/A—6,163-6,163-100%$89.1K———
New York State Common Retirement Fund
N/A—5,967-5,967-100%$86.2K———
Osaic Holdings, Inc.
N/A—5,760-5,760-100%$83.2K———
FMR LLC
N/A—4,887-4,887-100%$70.6K———
Legal & General Group Plc
N/A—3,097-3,097-100%$44.8K———
Rockefeller Capital Management L.P.
N/A—3,024-3,024-100%$43.7K———
BNP Paribas Financial Markets
N/A—2,934-2,934-100%$42.4K———
Ameritas Investment Partners, Inc.
N/A—2,171-2,171-100%$31.4K———
Tower Research Capital LLC (TRC)
N/A—1,930-1,930-100%$27.9K———
Federated Hermes, Inc.
N/A—1,517-1,517-100%$21.9K———
Arax Advisory Partners
N/A—1,474-1,474-100%$21.3K———
Steward Partners Investment Advisory, LLC
N/A—1,089-1,089-100%$15.7K———
Royal Bank of Canada
N/A—678-678-100%$10.0K———
Quent Capital, LLC
N/A—666-666-100%$9.6K———
Jones Financial Companies Lllp
N/A—653-653-100%$9.5K———
UBS Asset Management Americas LLC
N/A—510-510-100%$7.4K———
Smartleaf Asset Management LLC
N/A—490-490-100%$7.1K———
BFC Planning, Inc.
N/A—356-356-100%$5.1K———
California State Teachers Retirement System
N/A—291-291-100%$4.2K———
Optiver Holding B.V.
N/A—204-204-100%$2.9K———
Allworth Financial LP
N/A—120-120-100%$1.7K———
Aventura Private Wealth, LLC
N/A—100-100-100%$1.4K———
Bogart Wealth, LLC
N/A—100-100-100%$1.4K———
Rothschild Investment LLC
N/A—25-25-100%$361———
Group One Trading LLC
N/A—24-24-100%$347———
Showing 116 of 116 institutions