Get alerts on this situation
We’ll email you as it develops, and you can follow the whole thread from day one.
Unsubscribe anytime.
[SITUATION] · [ACTIVE]
2 clusters · 6 sources · 1 days · First seen · Last updated
Categories: BUSINESS
Ohio pension fund investment shifts
Entities: USA Rare Earth Inc. · Thras Moraitis · Serra Verde · Weiss Asset Management LP
Overview
In late July 2026 the Ohio Public Employees Retirement System disclosed a series of portfolio adjustments. On July 24 it lowered its stake in utility provider NRG Energy by 9.5%, selling 12,901 shares and reducing its holding to about 0.06% of the company. Simultaneously, it increased its position in business‑services firm RB Global by 9.2%, adding 17,489 shares to own roughly 0.11% of that company. The following day, July 25, the fund reported further purchases, boosting its holdings in construction contractor EMCOR Group by 26.6% (to 25,085 shares) and raising its stake in technology manufacturer AMETEK by 5.5% (to 112,148 shares). Together, the filings show the pension fund actively rebalancing across sectors, trimming exposure in utilities while expanding in services, construction and technology.
Timeline
-
2 days ago
[BUSINESS] 6 sourcesUSA Rare Earth Inc. sees institutional buying amid falling share priceWeiss Asset Management bought a 0.52% stake in USA Rare Earth, while the stock fell to $14.15 on July 24, 2026, showing bearish technical signals despite an acquisition and new CEO.
-
3 days ago
[BUSINESS] 2 sourcesOhio Public Employees Retirement System Shifts Stakes in NRG Energy and RB GlobalOhio's public employees retirement system cut its NRG Energy stake by 9.5% and raised its RB Global holding by 9.2% in Q1, changing its portfolio by around $38 million.
Sources
archyworldys.com · cryptonomist.ch · ecofinagency.com · mining.com.au · mommygearest.com · stocknews.com