CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in GNE — Genie Energy Ltd.
CIK 884546
SAN FRANCISCO, CA
Position in GNE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$998,336
+$206,468 QoQ
Shares Held
69,089
+23.4% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. GNE ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in GNE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,336 | 69,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $791,868 | 56,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $833,731 | 60,503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $943,479 | 63,109 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,702,928 | 63,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $628,277 | 41,746 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $619,421 | 39,732 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $681,850 | 41,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $585,808 | 40,069 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $810,157 | 53,724 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,224,042 | 79,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,408,305 | 95,608 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,045,011 | 144,626 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,374,191 | 99,435 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,102,006 | 106,577 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $996,494 | 106,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,073,414 | 117,185 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $790,998 | 117,185 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $652,720 | 117,185 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $765,218 | 117,185 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $740,609 | 117,185 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $678,449 | 107,011 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $402,519 | 55,828 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $269,336 | 33,667 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $265,055 | 36,013 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $255,306 | 35,558 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||