Energy Focu (EFOI) Ownership

2.18 ↑0.05 (2.16%)
As of February 26, 2024, 3:57pm EST.

Institutional Ownership

International Assets Investment Management, LLC is the biggest individual institutional holder of Energy Focu (EFOI), owning a total of 27 thousand shares. Combined, the top 31 institutional holders of EFOI own 1.48% of the company with a total of 83 thousand shares.

In the latest ownership report on September 30th 2023, the top 31 institutional holders increased their combined ownership of EFOI by 25 thousand shares. 4 institutions bought 24,720 total additional shares and increased their ownership by an average of 100.62%. However 1 institutions sold 208 total shares and decreased their ownership by an average of 14.59%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Energy Focu increased by a net total of 24,512 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
International Assets Investment Management, LLC0.627%82.452%27,25112,3152023-09-30
Geode Capital Management, LLC0.285%0.000%12,37212,3722023-09-30
Vanguard Group Inc0.268%0.000%11,65002023-09-30
BlackRock Inc0.084%0.027%3,65212023-09-30
Tower Research Capital LLC0.028%-14.586%1,218-2082023-09-30
Morgan Stanley - Brokerage Accounts0.011%0.000%46302023-09-30
Wells Fargo & Co0.001%320.000%42322023-09-30
Centerpoint Advisors, LLC0.001%0.000%2002023-09-30
Royal Bank of Canada0.000%0.000%1202023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
International Assets Investment Management, LLC0.627%82.452%27,25112,3152023-09-30
Bleakley Financial Group, LLC0.173%0.000%25,91925,9192022-12-31
Geode Capital Management, LLC0.285%0.000%12,37212,3722023-09-30
Vanguard Group Inc0.268%0.000%11,65002023-09-30
BlackRock Inc0.084%0.027%3,65212023-09-30
Tower Research Capital LLC0.028%-14.586%1,218-2082023-09-30
Morgan Stanley - Brokerage Accounts0.011%0.000%46302023-09-30
Citigroup Inc0.003%0.000%3063062022-06-30
Wells Fargo & Co0.001%320.000%42322023-09-30
Centerpoint Advisors, LLC0.001%0.000%2002023-09-30
Royal Bank of Canada0.000%0.000%1202023-09-30
CoreCap Advisors, LLC0.000%0.000%222022-12-31
TWO SIGMA SECURITIES, LLC0.000%-100.000%0-1,6542023-06-30
Susquehanna International Group, LLP0.000%-100.000%0-30,6832022-12-31
Virtu Financial LLC0.000%-100.000%0-12,8482023-06-30
UBS Group AG0.000%-100.000%0-26,8232022-12-31
Wedbush Morgan Securities Inc0.000%-100.000%0-1,7142023-06-30
KRAEMATON INVESTMENT ADVISORS, INC.0.000%-100.000%0-7,8252023-03-31
Squarepoint Ops LLC0.000%-100.000%0-12,5662022-09-30
SJS Investment Consulting Inc.0.000%-100.000%0-1,2002022-09-30
Sawtooth Asset Management, INC.0.000%-100.000%0-25,9192023-06-30
Renaissance Technologies Corp0.000%-100.000%0-22,2002023-03-31
Millennium Management LLC0.000%-100.000%0-1,8012023-06-30
Armistice Capital, LLC0.000%-100.000%0-612,3112022-09-30
HRT FINANCIAL LLC0.000%-100.000%0-16,6892022-09-30
Game Plan Financial Advisors, LLC0.000%-100.000%0-15,0002022-12-31
Citadel Advisors Llc0.000%-100.000%0-31,7502022-09-30
Bleakley Financial Group LLC0.000%-100.000%0-3,7032023-06-30
BB&T Corp.0.000%-100.000%0-20,0002022-12-31
Bank of America Corp0.000%-100.000%0-12023-06-30
Baader Bank INC0.000%-100.000%0-1,7182023-06-30

Mutual Fund Ownership

Vanguard Institutional Extnd Mkt Idx Tr is the biggest individual fund holder of Energy Focu (EFOI), owning a total of 12 thousand shares. Combined, the top 26 mutual fund holders of EFOI own 1.23% of the company with a total of 51 thousand shares.

In the latest ownership report on December 31st 2023, the top 26 fund holders increased their combined ownership of EFOI by 2 shares. 1 funds bought 2 total additional shares and increased their ownership by an average of 5.56%. However 3 funds sold 4 total shares and decreased their ownership by an average of 1.84%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Energy Focu decreased by a net total of -2 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional Extnd Mkt Idx Tr0.273%0.000%11,85002023-12-31
NT Ext Equity Mkt Idx Fd - L0.010%0.000%43102023-12-31
Northern Trust Extended Eq Market Idx0.010%0.000%43102023-12-31
BlackRock Extended Equity Market K0.007%-0.323%309-12023-12-31
State St US Extended Mkt Indx NL Cl C0.007%0.000%28202023-12-31
SSgA U.S. Extended Market Index Class I0.007%0.000%28202023-12-31
NT Ext Equity Mkt Idx Fd - NL0.002%0.000%10602023-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.002%0.000%8502023-12-31
SSgA U.S. Total Market Index Strategy0.002%-2.410%81-22023-12-31
Extended Equity Market Fund M0.001%5.556%3822023-12-31
Northern Trust Wilshire 50000.001%-2.778%35-12023-12-31
NT US Market Cap Idx Fd - L0.001%0.000%3502023-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional Extnd Mkt Idx Tr0.273%0.000%11,85002023-12-31
Vanguard Extended Market Index Investor0.333%0.000%11,65002023-08-31
Fidelity® Extended Market Index0.238%0.000%10,33002023-11-30
Fidelity Extended Market Index0.238%0.000%10,33002023-11-30
Fidelity Series Total Market Index0.025%0.000%1,06402023-11-30
Fidelity® Series Total Market Index0.025%0.000%1,06402023-11-30
Fidelity® NASDAQ Composite Index®0.014%0.000%58802023-10-31
Fidelity Nasdaq Composite Index0.014%0.000%58802023-11-30
NT Ext Equity Mkt Idx Fd - L0.010%0.000%43102023-12-31
Northern Trust Extended Eq Market Idx0.010%0.000%43102023-12-31
BlackRock Extended Mkt Composite0.008%0.000%35402023-09-30
BlackRock Extended Equity Market K0.007%-0.323%309-12023-12-31
State St US Extended Mkt Indx NL Cl C0.007%0.000%28202023-12-31
SSgA U.S. Extended Market Index Class I0.007%0.000%28202023-12-31
Spartan Total Market Index Pool E0.005%0.000%20002023-11-30
Fidelity® Total Market Index0.004%0.000%16002023-11-30
Fidelity Total Market Index0.004%0.000%16002023-11-30
NT Ext Equity Mkt Idx Fd - NL0.002%0.000%10602023-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.002%0.000%8502023-12-31
SSgA U.S. Total Market Index Strategy0.002%-2.410%81-22023-12-31
Carbon Collective Climate Sol US Eq ETF0.002%0.000%7302023-12-29
Extended Equity Market Fund M0.001%5.556%3822023-12-31
Northern Trust Wilshire 50000.001%-2.778%35-12023-12-31
NT US Market Cap Idx Fd - L0.001%0.000%3502023-12-31
Spartan Extended Market Index Pool E0.001%0.000%3002023-11-30
iShares Core S&P Total US Stock Mkt ETF0.000%0.000%202023-07-31

Discussions

Please log in or register to share your thoughts.

turkeyday33

$EFOI hang tight
ignore fud and buy dips if you can
everyone be okay????

0 Like Report
beardedstocks

$EFOI one of the poorest performed stocks for a big name.

0 Like Report