NR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sb Investment Advisers (uk) Ltd
· Reduced
Change
−3.0M
Date
Q1 2026
|
Sb Investment Advisers (uk) Ltd | Reduced· Q1 2026 | – | −3.0M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
Change
−561K
Δ Own
−22.6%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | – | −561K | −22.6% | Q1 2026 | |||||
|
Jane Street Group, LLC
· Exited
Change
−554K
Δ Own
−100.0%
Date
Q1 2026
|
Jane Street Group, LLC | Exited· Q1 2026 | – | −554K | −100.0% | Q1 2026 | |||||
|
Arosa Capital Management LP
· Exited
Change
−525K
Δ Own
−100.0%
Date
Q1 2026
|
Arosa Capital Management LP | Exited· Q1 2026 | – | −525K | −100.0% | Q1 2026 | |||||
|
Sailingstone Capital Partners LLC
· Reduced
Change
−493K
Date
Q1 2026
|
Sailingstone Capital Partners LLC | Reduced· Q1 2026 | – | −493K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−326K
Δ Own
−77.5%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −326K | −77.5% | Q1 2026 | |||||
|
Group One Trading LLC
· Exited
Change
−308K
Δ Own
−100.0%
Date
Q1 2026
|
Group One Trading LLC | Exited· Q1 2026 | – | −308K | −100.0% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−255K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −255K | – | Q1 2026 | |||||
|
Rfg Advisory, LLC
· Reduced
Change
−246K
Date
Q1 2026
|
Rfg Advisory, LLC | Reduced· Q1 2026 | – | −246K | – | Q1 2026 | |||||
|
Gsa Capital Partners LLP
· Reduced
Change
−182K
Date
Q1 2026
|
Gsa Capital Partners LLP | Reduced· Q1 2026 | – | −182K | – | Q1 2026 | |||||
|
Voleon Capital Management LP
· Exited
Change
−170K
Δ Own
−100.0%
Date
Q1 2026
|
Voleon Capital Management LP | Exited· Q1 2026 | – | −170K | −100.0% | Q1 2026 | |||||
|
Quantbot Technologies LP
· Exited
Change
−120K
Δ Own
−100.0%
Date
Q1 2026
|
Quantbot Technologies LP | Exited· Q1 2026 | – | −120K | −100.0% | Q1 2026 | |||||
|
Simplex Trading, LLC
· Exited
Change
−111K
Δ Own
−100.0%
Date
Q1 2026
|
Simplex Trading, LLC | Exited· Q1 2026 | – | −111K | −100.0% | Q1 2026 | |||||
|
Castleknight Management LP
· Reduced
Change
−105K
Date
Q1 2026
|
Castleknight Management LP | Reduced· Q1 2026 | – | −105K | – | Q1 2026 | |||||
|
Catalyst Funds Management Pty Ltd
· Reduced
Change
−72K
Date
Q1 2026
|
Catalyst Funds Management Pty Ltd | Reduced· Q1 2026 | – | −72K | – | 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.