Among active 13F managers last quarter, 18 opened and 18 added, while 22 reduced; the largest holder to move was Point72 Asset Management, L.P. (+12%). Over the last 180 days, 3 insiders bought and none sold, a net +$675K in open-market trades.
Funds lean in and no leg opposes.
180 tracked 13F filers disclose a position in HNRG as of the latest SEC 13F filings, a combined $609.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lubar & Co., Inc | 5.5M | $94.8M | —Held | Q2 2026 | |
| 2 | BlackRock, Inc. | 2.4M | $39.0M | ▲+3.0% Added · +70K sh | Q1 2026 | |
| 3 | Point72 Asset Management, L.P. | 2.1M | $36.9M | ▲+12% Added · +220K sh | Q2 2026 | |
| 4 | Aegis Financial Corp | 1.8M | $31.5M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 5 | Orbis Allan Gray Ltd | 1.7M | $29.5M | ▼−3.6% Reduced · −64K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 1.5M | $24.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | American Century Companies Inc | 1.4M | $22.5M | ▲+10% Added · +129K sh | Q1 2026 | |
| 8 | Dimensional Fund Advisors LP | 1.0M | $16.7M | ▲+12% Added · +110K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 980K | $17.1M | ▼−1.0% Reduced · −10K sh | Q2 2026 | |
| 10 | Highland Peak Capital, LLC | 947K | $16.5M | ▲New +947K sh | Q2 2026 | |
| 11 | Dayah Capital LLC | 887K | $15.4M | ▲+37% Added · +239K sh | Q2 2026 | |
| 12 | Apis Capital Advisors, LLC | 839K | $13.7M | ▼−8.2% Reduced · −75K sh | Q1 2026 | |
| 13 | State Street Corp | 780K | $13.6M | ▲+10% Added · +71K sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 772K | $12.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 15 | Tyro Capital Management LLC | 735K | $12.8M | ▲New +735K sh | Q2 2026 | |
| 16 | Deutsche Bank AG | 711K | $11.6M | ▲+75% Added · +306K sh | Q1 2026 | |
| 17 | FMR LLC | 644K | $10.5M | ▲+24% Added · +124K sh | Q1 2026 | |
| 18 | Nuveen, LLC | 637K | $10.4M | ▲+1.4% Added · +9K sh | Q1 2026 | |
| 19 | Garnet Equity Capital Holdings, Inc. | 634K | $11.0M | ▲+47% Added · +201K sh | Q2 2026 | |
| 20 | Ameriprise Financial Inc | 620K | $10.1M | ▼−41% Reduced · −437K sh | Q1 2026 | |
| 21 | Empyrean Capital Partners, LP | 500K | $8.1M | ▲New +500K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 409K | $6.7M | ▲+4.0% Added · +16K sh | Q1 2026 | |
| 23 | Morgan Stanley | 406K | $6.6M | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 399K | $6.5M | ▲+25% Added · +79K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 354K | $5.8M | ▲+55% Added · +126K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 18 funds opened a new position in HNRG and 18 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 92 funds | $250.1B |
| Amazon.com IncAMZN | 92 funds | $126.2B |
| Microsoft CorpMSFT | 91 funds | $172.0B |
| Eli Lilly & CoLLY | 87 funds | $50.3B |
| Broadcom IncAVGO | 86 funds | $104.4B |
| Meta Platforms Inc-Class AMETA | 86 funds | $69.5B |
| Micron Technology IncMU | 86 funds | $23.6B |
| Apple IncAAPL | 85 funds | $187.8B |
| Alphabet Inc-CL AGOOGL | 85 funds | $96.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 84 funds | $22.5B |
| Applied Materials IncAMAT | 84 funds | $18.4B |
| Costco Wholesale CorpCOST | 83 funds | $22.8B |
Ranked by how many of HNRG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HNRG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Sugg Barbara Ann | Director | Buy (P) 2 lots, same day | 5K | $86K |
| Jul 9, 2026 | Hudson Daniel Timothy | Director | Buy (P) 2 lots, same day | 5K | $83K |
| Jun 29, 2026 | Hudson Daniel Timothy | Director | Buy (P) 2 lots, same day | 10K | $169K |
| Jun 25, 2026 | Hudson Daniel Timothy | Director | Buy (P) | 2K | $35K |
| Jun 24, 2026 | Hudson Daniel Timothy | Director | Buy (P) | 3K | $51K |
| Jun 16, 2026 | Wesley Charles Ray IV | Director | Buy (P) | 15K | $250K |
| Dec 17, 2025 | Wesley Charles Ray IV | Director | Buy (P) | 20K | $357K |
| Nov 21, 2025 | Wesley Charles Ray IV | Director | Buy (P) | 13K | $251K |
| Oct 1, 2025 | Hardie David C | Director | Sell (S) 2 lots, same day | 100K | $2.0M |
| Sep 30, 2025 | Hardie David C | Director | Sell (S) 2 lots, same day | 100K | $2.0M |
| Sep 29, 2025 | Hardie David C | Director | Sell (S) 2 lots, same day | 74K | $1.4M |
| Sep 26, 2025 | Hardie David C | Director | Sell (S) 2 lots, same day | 78K | $1.5M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 34 | 33 | – |
Insiders Form 4 open-market | 3 | 0 | +$675K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HNRG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HNRG/capital-change-brief"
Use Arkolith's capital_change_brief for HNRG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HNRG. Filings are public domain, sourced to SEC EDGAR.