Energy Focu (EFOI) Ownership

1.62 ↓0.07 (-4.03%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Bleakley Financial Group, LLC is the biggest individual institutional holder of Energy Focu (EFOI), owning a total of 26 thousand shares. Combined, the top 34 institutional holders of EFOI own 1.14% of the company with a total of 77 thousand shares.

In the latest ownership report on December 31st 2024, the top 34 institutional holders decreased their combined ownership of EFOI by 11 thousand shares. 2 institutions bought 3,626 total additional shares and increased their ownership by an average of 104.16%. However 4 institutions sold 14,369 total shares and decreased their ownership by an average of 30.97%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Energy Focu decreased by a net total of -10,743 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Geode Capital Management, LLC	0.463%	-1.278%	24,336	-315	2024-12-31
Vanguard Group Inc	0.225%	0.000%	11,850	0	2024-12-31
UBS Group AG	0.101%	208.319%	5,300	3,581	2024-12-31
Tower Research Capital LLC	0.074%	-17.003%	3,905	-800	2024-12-31
BlackRock Inc	0.063%	0.000%	3,296	0	2024-12-31
Bank of America Corp	0.027%	0.000%	1,429	0	2024-12-31
Morgan Stanley - Brokerage Accounts	0.009%	0.000%	463	0	2024-12-31
Atlantic Trust Group, LLC	0.005%	-5.600%	236	-14	2024-12-31
BankPlus Trust Department	0.001%	0.000%	45	45	2024-12-31
Federation des caisses Desjardins du Quebec	0.000%	0.000%	8	0	2024-12-31
Susquehanna International Group, LLP	0.000%	-100.000%	0	-13,240	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bleakley Financial Group, LLC	0.173%	0.000%	25,919	25,919	2022-12-31
Geode Capital Management, LLC	0.463%	-1.278%	24,336	-315	2024-12-31
Vanguard Group Inc	0.225%	0.000%	11,850	0	2024-12-31
UBS Group AG	0.101%	208.319%	5,300	3,581	2024-12-31
Tower Research Capital LLC	0.074%	-17.003%	3,905	-800	2024-12-31
BlackRock Inc	0.063%	0.000%	3,296	0	2024-12-31
Bank of America Corp	0.027%	0.000%	1,429	0	2024-12-31
Morgan Stanley - Brokerage Accounts	0.009%	0.000%	463	0	2024-12-31
Citigroup Inc	0.003%	0.000%	306	306	2022-06-30
Atlantic Trust Group, LLC	0.005%	-5.600%	236	-14	2024-12-31
BankPlus Trust Department	0.001%	0.000%	45	45	2024-12-31
Centerpoint Advisors, LLC	0.000%	0.000%	20	0	2024-03-31
Royal Bank of Canada	0.000%	0.000%	12	0	2024-06-30
Federation des caisses Desjardins du Quebec	0.000%	0.000%	8	0	2024-12-31
Virtu Financial LLC	0.000%	-100.000%	0	-12,848	2023-06-30
TWO SIGMA SECURITIES, LLC	0.000%	-100.000%	0	-1,654	2023-06-30
Wedbush Morgan Securities Inc	0.000%	-100.000%	0	-1,714	2023-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-13,240	2024-12-31
Armistice Capital, LLC	0.000%	-100.000%	0	-612,311	2022-09-30
Wells Fargo & Co	0.000%	-100.000%	0	-22	2024-06-30
Squarepoint Ops LLC	0.000%	-100.000%	0	-12,566	2022-09-30
SJS Investment Consulting Inc.	0.000%	-100.000%	0	-1,200	2022-09-30
Sawtooth Asset Management, INC.	0.000%	-100.000%	0	-25,919	2023-06-30
Renaissance Technologies Corp	0.000%	-100.000%	0	-22,200	2023-03-31
Millennium Management LLC	0.000%	-100.000%	0	-1,801	2023-06-30
KRAEMATON INVESTMENT ADVISORS, INC.	0.000%	-100.000%	0	-7,825	2023-03-31
International Assets Investment Management, LLC	0.000%	-100.000%	0	-10,789	2024-03-31
HRT FINANCIAL LLC	0.000%	-100.000%	0	-16,689	2022-09-30
Game Plan Financial Advisors, LLC	0.000%	-100.000%	0	-15,000	2022-12-31
CoreCap Advisors, LLC	0.000%	0.000%	0	0	2023-09-30
Citadel Advisors Llc	0.000%	-100.000%	0	-31,750	2022-09-30
Bleakley Financial Group LLC	0.000%	-100.000%	0	-3,703	2023-06-30
BB&T Corp.	0.000%	-100.000%	0	-20,000	2022-12-31
Baader Bank INC	0.000%	-100.000%	0	-1,718	2023-06-30

Mutual Fund Ownership

Vanguard Institutional Extnd Mkt Idx Tr is the biggest individual fund holder of Energy Focu (EFOI), owning a total of 63 thousand shares. Combined, the top 30 mutual fund holders of EFOI own 2.32% of the company with a total of 114 thousand shares.

In the latest ownership report on March 31st 2025, the top 30 fund holders increased their combined ownership of EFOI by 51 thousand shares. 3 funds bought 51,231 total additional shares and increased their ownership by an average of 145.29%. However 1 funds sold 2 total shares and decreased their ownership by an average of 2.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Energy Focu increased by a net total of 51,229 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.199%	432.295%	63,077	51,227	2025-03-31
NT Ext Equity Mkt Idx Fd - L	0.008%	0.000%	431	0	2025-03-31
State St US Extended Mkt Indx NL Cl C	0.005%	0.000%	282	0	2025-03-31
SSgA U.S. Total Market Index Strategy	0.002%	2.609%	118	3	2025-03-31
NT Ext Equity Mkt Idx Fd - NL	0.002%	0.000%	106	0	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.002%	0.971%	104	1	2025-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.002%	-2.353%	83	-2	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.199%	432.295%	63,077	51,227	2025-03-31
Fidelity Extended Market Index	0.350%	-0.631%	18,431	-117	2025-02-28
Vanguard Extended Market Index Investor	0.333%	0.000%	11,650	0	2023-08-31
Fidelity® Extended Market Index	0.238%	0.000%	10,330	0	2023-11-30
Fidelity Series Total Market Index	0.071%	-8.881%	3,755	-366	2025-02-28
Fidelity® Series Total Market Index	0.025%	0.000%	1,064	0	2023-11-30
Fidelity® NASDAQ Composite Index®	0.014%	0.000%	588	0	2023-10-31
Fidelity Nasdaq Composite Index	0.011%	0.000%	588	0	2025-02-28
NT Ext Equity Mkt Idx Fd - L	0.008%	0.000%	431	0	2025-03-31
Northern Trust Extended Eq Market Idx	0.008%	0.000%	431	0	2024-12-31
Spartan Extended Market Index Pool E	0.008%	41.489%	399	117	2025-02-28
Spartan Extended Market Index Pool F	0.008%	41.489%	399	117	2025-02-28
BlackRock Extended Mkt Composite	0.007%	0.000%	354	0	2023-09-30
BlackRock Extended Equity Market K	0.007%	-0.323%	309	-1	2023-12-31
SSgA U.S. Extended Market Index Class I	0.005%	0.000%	282	0	2023-12-31
State St US Extended Mkt Indx NL Cl C	0.005%	0.000%	282	0	2025-03-31
Spartan Total Market Index Pool E	0.004%	0.000%	200	0	2024-06-30
Fidelity Total Market Index	0.003%	0.000%	160	0	2025-02-28
Fidelity® Total Market Index	0.004%	0.000%	160	0	2023-11-30
SSgA U.S. Total Market Index Strategy	0.002%	2.609%	118	3	2025-03-31
NT Ext Equity Mkt Idx Fd - NL	0.002%	0.000%	106	0	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.002%	0.971%	104	1	2025-03-31
NT Ext Eq Mkt Indx Fd DC Lend T3	0.002%	0.000%	103	103	2024-12-31
NT Ext Eq Mkt Indx Fd DC Lend T4	0.002%	0.000%	103	103	2024-12-31
Carbon Collective Climate Sol US Eq ETF	0.002%	0.000%	89	0	2024-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.002%	-2.353%	83	-2	2025-03-31
Extended Equity Market Fund M	0.001%	5.556%	38	2	2023-12-31
Northern Trust Wilshire 5000	0.001%	0.000%	35	0	2024-12-31
NT US Market Cap Idx Fd - L	0.001%	0.000%	35	0	2023-12-31
iShares Core S&P Total US Stock Mkt ETF	0.000%	0.000%	2	0	2023-07-31