Among active 13F managers last quarter, 8 opened and 3 added, while 3 reduced; the largest holder to move was Steamboat Capital Partners, LLC (new position). Over the last 180 days, 1 insider bought and none sold, a net +$13K in open-market trades.
Funds lean in and no leg opposes.
33 tracked 13F filers disclose a position in USEG as of the latest SEC 13F filings, a combined $7.1M 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 | Steamboat Capital Partners, LLC | 2.5M | $2.8M | ▲New +2.5M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 1.3M | $1.4M | ▲+129% Added · +722K sh | Q2 2026 | |
| 3 | UBS Group AG | 482K | $426K | ▲+163% Added · +299K sh | Q1 2026 | |
| 4 | Ancora Advisors LLC | 420K | $462K | ▲New +420K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 405K | $446K | ▲+81% Added · +182K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | 300K | $265K | ▲New +300K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 245K | $269K | ▲New +245K sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 178K | $196K | ▲+248% Added · +127K sh | Q2 2026 | |
| 9 | Peak6 LLC | 175K | $193K | ▼−13% Reduced · −25K sh | Q2 2026 | |
| 10 | State Street Corp | 125K | $137K | —Held | Q2 2026 | |
| 11 | BlackRock, Inc. | 122K | $134K | ▲+211% Added · +82K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 96K | $105K | ▲New +96K sh | Q2 2026 | |
| 13 | United Asset Strategies, Inc. | 49K | $54K | ▲+26% Added · +10K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 45K | $40K | —Held | Q1 2026 | |
| 15 | Uniting Wealth Partners, LLC | 45K | $50K | —Held | Q2 2026 | |
| 16 | Citigroup Inc | 41K | $37K | ▲1k× Added · +41K sh | Q1 2026 | |
| 17 | Bridgeway Capital Management, LLC | 22K | $24K | ▼−55% Reduced · −27K sh | Q2 2026 | |
| 18 | Empowered Funds, LLC | 22K | $19K | ▲New +22K sh | Q1 2026 | |
| 19 | Thompson Davis & Co., Inc. | 17K | $19K | ▼−79% Reduced · −64K sh | Q2 2026 | |
| 20 | Vanguard Personalized Indexing Management, LLC | 15K | $17K | ▲New +15K sh | Q2 2026 | |
| 21 | Axq Capital, LP | 15K | $16K | ▲New +15K sh | Q2 2026 | |
| 22 | XTX Topco Ltd | 13K | $12K | ▼−71% Reduced · −32K sh | Q1 2026 | |
| 23 | Two Sigma Securities, LLC | 11K | $12K | ▲Added Added · +11K sh | Q2 2026 | |
| 24 | Quadrature Capital Ltd | 10K | $11K | ▲New +10K sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | 10K | $11K | —Held | Q2 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, 8 funds opened a new position in USEG and 3 added to an existing one, while 3 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 | 16 funds | $4.3B |
| Microsoft CorpMSFT | 16 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.6B |
| Amazon.com IncAMZN | 15 funds | $3.7B |
| Advanced Micro DevicesAMD | 15 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 15 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $1.1B |
| Wells Fargo & CoWFC | 15 funds | $728.1M |
| Dell Technologies -CDELL | 15 funds | $437.8M |
| Alphabet Inc-CL AGOOGL | 14 funds | $2.0B |
| Broadcom IncAVGO | 14 funds | $2.0B |
| Micron Technology IncMU | 14 funds | $1.1B |
Ranked by how many of USEG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USEG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 31, 2026 | Smith Ryan Lewis | CEO, Director | Buy (P) | 15K | $13K |
| Mar 3, 2026 | Sage Road Energy II, LP | Insider | Sell (S) 4 lots, same day | 265K | $363K |
| Mar 2, 2026 | Sage Road Energy II, LP | Insider | Sell (S) 4 lots, same day | 435K | $544K |
| Oct 27, 2025 | Sage Road Energy II, LP | Insider | Sell (S) 4 lots, same day | 167K | $209K |
| Oct 24, 2025 | Sage Road Energy II, LP | Insider | Sell (S) 4 lots, same day | 177K | $221K |
| Oct 23, 2025 | Sage Road Energy II, LP | Insider | Sell (S) 4 lots, same day | 194K | $244K |
| Sep 12, 2025 | Smith Ryan Lewis | CEO, Director | Buy (P) | 4K | $5K |
| Aug 13, 2025 | Smith Ryan Lewis | CEO, Director | Buy (P) | 2K | $2K |
| Jun 23, 2025 | Woodford Petroleum, LLC | 10% Owner | Sell (S) 4 lots, same day | 1.1M | $2.2M |
| Jun 20, 2025 | Woodford Petroleum, LLC | 10% Owner | Sell (S) 4 lots, same day | 58K | $104K |
| Jun 18, 2025 | Woodford Petroleum, LLC | 10% Owner | Sell (S) 4 lots, same day | 555K | $1.1M |
| Jun 17, 2025 | Keys Randall D | Director | Sell (S) | 45K | $104K |
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 | 9 | 4 | – |
Insiders Form 4 open-market | 1 | 0 | +$13K |
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 USEG
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/USEG/capital-change-brief"
Use Arkolith's capital_change_brief for USEG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USEG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.