United Asset Strategies, Inc. USEG β€” U S ENERGY CORP DEL

Ownership history in United Asset Strategies, Inc.  Β·  3 quarters on record

AI Ownership Summary

United Asset Strategies, Inc. reported U S ENERGY CORP DEL (USEG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows USEG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Asset Strategies, Inc.'s position in U S ENERGY CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USEG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How United Asset Strategies, Inc. held USEG β€” position size vs. price
% of Fund (quarterly)    USEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 49,015 +10,000 +25.6% 0.00% $54K 2026-07-13 $0.94
2026 Q1 ADDED β€” β€” β€” 39,015 +10,050 +34.7% 0.00% $34K 2026-04-29 $1.10
2025 Q4 INITIATED β€” β€” β€” 28,965 β€” β€” 0.00% $27K 2026-01-28 $1.13

🏒 Other funds also holding USEG

As of 2026 Q2 β€” sorted by position size

SBI Securities Co., Ltd. 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0%

FAQ About United Asset Strategies, Inc. and USEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Asset Strategies, Inc. reported owning USEG?

United Asset Strategies, Inc. reported USEG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported USEG position in United Asset Strategies, Inc.'s portfolio?

The largest reported portfolio weight for USEG was 0.00% in 2026 Q2.

What is the latest reported USEG position on this page?

The most recent filing on this page is 2026 Q2, when United Asset Strategies, Inc. reported 49,015 shares, equal to 0.00% of portfolio, with an estimated market value of $54K.

What does the chart on this USEG ownership page compare?

The chart compares United Asset Strategies, Inc.'s quarterly USEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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