MARTINGALE ASSET MANAGEMENT L P

Position in GNE — Genie Energy Ltd.

CIK 936944 BOSTON, MA

Position in GNE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$818,679

+$22,343 QoQ

Shares Held

56,656

+0.6% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#30

of 108 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $222,459,976 across 20 Utilities - Regulated Electric names. GNE ranks #17 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	223,640	$24,741,293
2	DTE	Dte Energy Co	154,854	$23,595,103
3	AEE	Ameren Corp	201,750	$22,805,820
4	EXC	Exelon Corp	465,479	$21,700,630
5	AEP	American Electric Power Co Inc	155,495	$21,273,270
6	EIX	Edison International	243,047	$18,094,849
7	OGE	Oge Energy Corp.	355,297	$17,288,752
8	ETR	Entergy Corp /De/	146,979	$16,882,007

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,679	56,656	+0.6%	Shares	Sole	2026-08-13
2026-03-31	$796,336	56,318	-35.4%	Shares	Sole	2026-05-13
2025-12-31	$1,201,491	87,191	-10.2%	Shares	Sole	2026-02-13
2025-09-30	$1,451,630	97,099	+13.2%	Shares	Sole	2025-11-13
2025-06-30	$2,305,900	85,785	+1.4%	Shares	Sole	2025-08-11
2025-03-31	$1,272,989	84,584	+7.9%	Shares	Sole	2025-05-14
2024-12-31	$1,222,473	78,414	+113.1%	Shares	Sole	2025-02-13
2024-09-30	$597,853	36,791	+16.4%	Shares	Sole	2024-11-14
2024-06-30	$461,903	31,594	+4.3%	Shares	Sole	2024-08-12
2024-03-31	$456,968	30,303	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$853,069	30,326	+36.4%	Shares	Sole	2024-02-12
2023-09-30	$327,462	22,231	-44.4%	Shares	Sole	2023-11-14
2020-09-30	$320,080	40,010	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.