| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Bluescape Energy Partners LLC | 12,130,99712.1M | $17M | 29.22% | ADD 49% |
| 2 | AWM Investment Company, Inc. | 3,250,0003.3M | $5M | 7.83% | NEW† |
| 3 | Aristides Capital LLC | 546,278546,278 | $764,789 | 1.32% | NEW |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 515,736515,736 | $722,030 | 1.24% | NEW |
| 5 | Potomac Capital Management, Inc. | 506,300506,300 | $708,820 | 1.22% | ADD 728% |
| 6 | Bleichroeder LP | 500,000500,000 | $700,000 | 1.20% | NEW |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 285,276285,276 | $399,390 | 0.69% | ADD 267% |
| 8 | MARSHALL WACE, LLP | 233,726233,726 | $327,215 | 0.56% | ADD 153% |
| 9 | HOHIMER WEALTH MANAGEMENT, LLC | 225,000225,000 | $315,000 | 0.54% | — |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 220,810220,810 | $309,134 | 0.53% | — |
| 11 | Arosa Capital Management LP | 200,000200,000 | $280,000 | 0.48% | NEW |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 191,400191,400 | $267,960 | 0.46% | NEW |
| 13 | VANGUARD FIDUCIARY TRUST CO | 151,214151,214 | $211,700 | 0.36% | NEW |
| 14 | Marex Group plc | 85,81285,812 | $120,137 | 0.21% | TRIM -18% |
| 15 | NORTHERN TRUST CORP | 61,62361,623 | $86,272 | 0.15% | ADD 462% |
| 16 | XTX Topco Ltd | 48,89948,899 | $68,459 | 0.12% | ADD 20% |
| 17 | Alyeska Investment Group, L.P. | 42,07442,074 | $58,904 | 0.10% | NEW |
| 18 | BlackRock, Inc. | 36,42136,421 | $50,989 | 0.09% | ADD 10% |
| 19 | Andina Capital Management, LLC | 29,66929,669 | $41,537 | 0.07% | ADD 5% |
| 20 | Centiva Capital, LP | 29,59629,596 | $41,434 | 0.07% | NEW |
| 21 | WELLS FARGO & COMPANY/MN | 28,16928,169 | $39,437 | 0.07% | — |
| 22 | MACQUARIE GROUP LTD | 23,71423,714 | $33,200 | 0.06% | ADD 147% |
| 23 | WOODWARD DIVERSIFIED CAPITAL, LLC | 17,15017,150 | $26,926 | 0.04% | ADD 13% |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 19,13419,134 | $26,788 | 0.05% | NEW |
| 25 | TWO SIGMA INVESTMENTS, LP | 14,97114,971 | $20,959 | 0.04% | NEW |
| 26 | GOLDMAN SACHS GROUP INC | 12,62112,621 | $17,669 | 0.03% | TRIM -44% |
| 27 | Warberg Asset Management LLC | 12,31212,312 | $17,237 | 0.03% | NEW |
| 28 | Summit Financial Strategies, Inc. | 12,28612,286 | $17,200 | 0.03% | — |
| 29 | STATE STREET CORP | 12,23412,234 | $17,128 | 0.03% | — |
| 30 | UBS Group AG | 6,6006,600 | $9,240 | 0.02% | TRIM -82% |
| 31 | Tower Research Capital LLC (TRC) | 3,7163,716 | $5,202 | 0.01% | NEW |
| 32 | ROYAL BANK OF CANADA | 2,7272,727 | $4,000 | 0.01% | ADD 36% |
| 33 | Advisory Services Network, LLC | 2,0002,000 | $2,800 | 0.00% | NEW |
| 34 | MORGAN STANLEY | 903903 | $1,264 | 0.00% | TRIM -87% |
| 35 | Vanguard Global Advisers, LLC | 454454 | $636 | 0.00% | NEW |
| 36 | SBI Securities Co., Ltd. | 9191 | $127 | 0.00% | — |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 4141 | $57 | 0.00% | — |
| 38 | JPMORGAN CHASE & CO | 4242 | $51 | 0.00% | — |
| 39 | Caitong International Asset Management Co., Ltd | 1111 | $15 | 0.00% | NEW |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Bluescape Energy Partners LLC | — | 7.5M | 7.5M | 7.6M | 8.1M | 12.1M | $17M |
| AWM Investment Company, Inc. | — | — | — | — | — | 3.3M | $5M |
| Aristides Capital LLC | — | — | — | — | — | 546K | $764,789 |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 516K | $722,030 |
| Potomac Capital Management, Inc. | — | — | — | — | 61K | 506K | $708,820 |
| Bleichroeder LP | — | — | — | 286K | — | 500K | $700,000 |
| GEODE CAPITAL MANAGEMENT, LLC | — | 21K | 21K | 37K | 78K | 285K | $399,390 |
| MARSHALL WACE, LLP | — | — | — | — | 92K | 234K | $327,215 |
| HOHIMER WEALTH MANAGEMENT, LLC | — | — | — | 225K | 225K | 225K | $315,000 |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | — | 221K | 221K | $309,134 |
| Arosa Capital Management LP | — | — | — | — | — | 200K | $280,000 |
| RENAISSANCE TECHNOLOGIES LLC | — | — | — | — | — | 191K | $267,960 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 151K | $211,700 |
| Marex Group plc | — | 33K | 189K | 158K | 105K | 86K | $120,137 |
| NORTHERN TRUST CORP | — | — | — | — | 11K | 62K | $86,272 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 39 | 19,460,007 | 46.9% | $27M |
| 2025-Q4 | 33 | 9,626,361 | 23.2% | $29M |
| 2025-Q3 | 24 | 8,816,317 | 21.2% | $31M |
| 2025-Q2 | 19 | 8,016,380 | 19.3% | $29M |
| 2025-Q1 | 17 | 7,715,455 | 18.6% | $30M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
