U S Energy Corp Del (USEG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy U S Energy Corp Del (USEG) following the 2026 Q1 hedge fund 13F filings?

As of today, USEG has moved +12.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.2% for the XLE sector ETF — an outperformance of +21.9%. Since the quarter end (March 31, 2026), USEG gained +19.9% vs -11.9% for XLE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

U S Energy Corp Del (USEG)

30 + Investors. Track Smart Money conviction in USEG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — USEG

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added USEG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

30 hedge funds hold USEG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 78% buying

21 buying6 selling

Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 6 were sellers (1 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new USEG position: 6 → 6 → 5 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 33% long-term, 47% new

■ 33% conviction (2yr+) ■ 20% medium ■ 47% new

Of the 30 current holders: 10 (33%) held >2 years, 6 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +242%, value +220%

Value

+219%

+242%

Last quarter: funds added +242% more shares while total portfolio value only changed +220%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

11 → 6 → 6 → 5 → 13 new funds/Q

New funds entering each quarter: 6 → 6 → 5 → 13. A growing number of institutions are discovering USEG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 43% veterans vs 47% newcomers

■ 43% veterans ■ 10% 1-2yr ■ 47% new

Entry-cohort mix of 30 holders: 13 (43%) are 2+ year veterans, 3 entered 1–2 years ago, and 14 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

6 of 30 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	30	22	36.36%
13F Shares	5M	1M	242.28%
Total Value	$4M	$1M	219.8%
New Positions	13	5	+8
Increased Positions	8	7	+1
Closed Positions	5	6	-1
Reduced Positions	1	3	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

36.36%

13F Shares

242.28%

Total Value

$4M

$1M

219.8%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USEG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 USEG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Empery Asset Management, LP	2.04%	1,917,844	$1.7M
2	Thompson Davis & CO., INC.	0.05%	80,777	$71K
3	Uniting Wealth Partners, LLC	0.01%	45,000	$40K
4	United Asset Strategies, Inc.	0.00%	39,015	$34K
5	Vontobel Holding Ltd.	0.00%	340,454	$303K
6	Bridgeway Capital Management, LLC	0.00%	48,848	$43K
7	Peak6 LLC	0.00%	200,000	$177K
8	HighTower Advisors, LLC	0.00%	300,000	$265K
9	XTX Topco Ltd	0.00%	13,156	$12K
10	Tower Research Capital LLC (TRC)	0.00%	8,184	$7K
11	Empowered Funds, LLC	0.00%	21,848	$19K
12	UBS Group AG	0.00%	482,326	$426K
13	Equitable Holdings, Inc.	0.00%	10,000	$9K
14	SBI Securities Co., Ltd.	0.00%	887	—
15	Cullen/Frost Bankers, INC.	0.00%	2,000	$2K
16	Citigroup Inc	0.00%	41,488	$37K
17	Vanguard Capital Management LLC	0.00%	561,007	$496K
18	Vanguard Fiduciary Trust Co	0.00%	51,259	$45K
19	National Bank of Canada /Fi/	0.00%	8,700	$8K
20	Elevation Wealth Partners, LLC	0.00%	11	—
21	Manchester Capital Management LLC	0.00%	5	—
22	BlackRock, Inc.	0.00%	39,121	$35K
23	Quantbot Technologies LP	0.00%	1	—
24	Osaic Holdings, INC.	0.00%	10	—
25	Morgan Stanley	0.00%	2	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — U S Energy Corp Del (USEG)

What does the Smart Money Trend signal show for USEG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USEG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USEG?

More buyers than sellers — 78% buying: Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 6 were sellers (1 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USEG holders?

Strong quality — 20% AUM from major funds: 6 of 30 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USEG?

Mixed — 33% long-term, 47% new: Of the 30 current holders: 10 (33%) held >2 years, 6 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy U S Energy Corp Del (USEG) following the 2026 Q1 hedge fund 13F filings?

As of today, USEG has moved +12.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.2% for the XLE sector ETF — an outperformance of +21.9%. Since the quarter end (March 31, 2026), USEG has gained +19.9% vs -11.9% for XLE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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U S Energy Corp Del (USEG)

Smart Money Signals — USEG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 78% buying

More new buyers each quarter (+8 vs last Q)

Mixed — 33% long-term, 47% new

Buying through price weakness — shares +242%, value +220%

Growing discovery — still being found

Veteran-anchored — 43% veterans vs 47% newcomers

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — USEG

Hedge Fund Ownership: USEG

Market Analysis: USEG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USEG

Is It Too Late to Buy U S Energy Corp Del (USEG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: USEG

Statistics: USEG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — U S Energy Corp Del (USEG)

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