NR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Vanguard
· Added
Change
+4.1M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +4.1M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
Change
+2.3M
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | – | +2.3M | – | Q1 2026 | |||||
|
Nomura Holdings Inc
· Added
Change
+1.9M
Date
Q1 2026
|
Nomura Holdings Inc | Added· Q1 2026 | – | +1.9M | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+1.7M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +1.7M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+1.5M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +1.5M | – | Q1 2026 | |||||
|
Beartown Capital Management, LLC
· Added
Change
+800K
Date
Q1 2026
|
Beartown Capital Management, LLC | Added· Q1 2026 | – | +800K | – | Q1 2026 | |||||
|
Citigroup Inc
· Added
Change
+734K
Date
Q1 2026
|
Citigroup Inc | Added· Q1 2026 | – | +734K | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+710K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +710K | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+574K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +574K | – | Q1 2026 | |||||
|
Bank of America Corp
· Added
Change
+518K
Date
Q1 2026
|
Bank of America Corp | Added· Q1 2026 | – | +518K | – | Q1 2026 | |||||
|
Scoggin Management LP
· Added
Change
+425K
Date
Q1 2026
|
Scoggin Management LP | Added· Q1 2026 | – | +425K | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· New
Change
+346K
Date
Q1 2026
|
Point72 Asset Management, L.P. | New· Q1 2026 | – | +346K | – | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Added
Change
+344K
Date
Q1 2026
|
Squarepoint Ops LLC | Added· Q1 2026 | – | +344K | – | Q1 2026 | |||||
|
Defiance Etfs, LLC
· New
Change
+329K
Date
Q1 2026
|
Defiance Etfs, LLC | New· Q1 2026 | – | +329K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Added
Change
+283K
Date
Q1 2026
|
Balyasny Asset Management L.P. | Added· Q1 2026 | – | +283K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Beer Michael Thomas
· Officer
Sell
−$265K
|
Beer Michael Thomas | Officer | Sell | $4.08 | −65K | −$265K | 1.0M | −6.0% | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Beer Michael Thomas
· Officer
2 operations
0
|
Beer Michael Thomas | Officer | 2 operations | $1.17 | 0 | – | 700K | – | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Piconi Robert
· Director
Tax withholding or exercise payment (F)
-$667K
|
Piconi Robert | Director | Tax withholding or exercise payment (F) | $4.71 | -142K | -$667K | 16.4M | −0.9% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Ladwa Akshay
· Officer
Tax withholding or exercise payment (F)
-$248K
|
Ladwa Akshay | Officer | Tax withholding or exercise payment (F) | $4.71 | -53K | -$248K | 2.1M | −2.5% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Beer Michael Thomas
· Officer
Tax withholding or exercise payment (F)
-$114K
|
Beer Michael Thomas | Officer | Tax withholding or exercise payment (F) | $4.71 | -24K | -$114K | 1.0M | −2.3% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Piconi Robert
· Director
Grant (A)
3.9M
|
Piconi Robert | Director | Grant (A) | – | 3.9M | – | 3.9M | – | Jun 25, 2026 | Jun 26, 2026 | |||||||||
|
Unwin Stephanie
· Director
Grant (A)
19K
|
Unwin Stephanie | Director | Grant (A) | – | 19K | – | 297K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Mandanas Mary Beth
· Director
Grant (A)
22K
|
Mandanas Mary Beth | Director | Grant (A) | – | 22K | – | 373K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Fariello Theresa M.
· Director
Grant (A)
19K
|
Fariello Theresa M. | Director | Grant (A) | – | 19K | – | 318K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Hixon Dylan
· Director
Grant (A)
19K
|
Hixon Dylan | Director | Grant (A) | – | 19K | – | 118K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Paulson Larry
· Director
Grant (A)
22K
|
Paulson Larry | Director | Grant (A) | – | 22K | – | 524K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Ertel Thomas R.
· Director
Grant (A)
22K
|
Ertel Thomas R. | Director | Grant (A) | – | 22K | – | 388K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Beer Michael Thomas
· CFO
Sell
−$207K
|
Beer Michael Thomas | CFO | Sell | $3.18 | −65K | −$207K | 1.1M | – | Apr 6, 2026 | Apr 8, 2026 | |||||||||
|
Beer Michael Thomas
· CFO
2 operations
0
|
Beer Michael Thomas | CFO | 2 operations | $1.17 | 0 | – | 750K | – | Apr 6, 2026 | Apr 8, 2026 | |||||||||
|
Piconi Robert
· Director
Tax withholding or exercise payment (F)
-$1.1M
|
Piconi Robert | Director | Tax withholding or exercise payment (F) | $3.30 | -330K | -$1.1M | 16.6M | – | Mar 31, 2026 | Apr 2, 2026 | |||||||||
142 reporting institutions disclosed NRGV position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.