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GEV

GE Vernova Inc.

Sector: energyRenewable UtilitiesNYSEMarket Cap: $225.29B

GE Vernova Inc. (GEV) is a pure-play energy company spun off from GE, operating in power generation, electrification, and decarbonization, with a primary political signal of 2 executive branch filers holding/selling LLC interests and 16 congressional trades (9 purchases, 7 sales) in the last 12 months.

Govt Dependence
30/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat GEV does

GE Vernova is a global energy business focused on power generation (gas, steam, nuclear, hydro turbines), electrification (grid solutions, renewables), and decarbonization technologies. Its revenue lines include equipment sales, services, and solutions for utilities, developers, and industrial customers. The company operates in a highly regulated sector dependent on energy policy, federal contracts, and environmental regulations.

12 months past · 3 months futureGEV activity timeline

$1184$809$433 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $1149.53 hi $446.60 lo $1062.95 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 39 Michael T. McCaul (R) · Sale · 2026-04-29Michael T. McCaul (R) · Sale · 2026-03-27Josh Gottheimer (D) · Purchase · 2026-02-05Austin Scott (R) · Sale · 2026-02-17Jonathan L. Jackson (D) · Purchase · 2026-01-30Gilbert Ray Cisneros (D) · Purchase · 2026-01-09Gilbert Ray Cisneros (D) · Purchase · 2025-12-19Gilbert Ray Cisneros (D) · Purchase · 2025-11-18Michael T. McCaul (R) · purchase · 2025-10-16Michael T. McCaul (R) · Purchase · 2025-10-23Michael T. McCaul (R) · Purchase · 2025-10-16Michael T. McCaul (R) · purchase · 2025-10-23Val T. Hoyle (D) · sale · 2025-09-23Val T. Hoyle (D) · Sale · 2025-09-23Ro Khanna (D) · Sale · 2025-09-05Ro Khanna (D) · sale · 2025-09-24Ro Khanna (D) · sale · 2025-09-05Ro Khanna (D) · Sale · 2025-09-24Michael T. McCaul (R) · Sale · 2025-08-21Michael T. McCaul (R) · sale · 2025-08-21Austin Scott (R) · sale · 2025-06-16Austin Scott (R) · sale · 2025-05-23Austin Scott (R) · Sale · 2025-05-23Austin Scott (R) · Sale · 2025-06-16 Citadel Advisors · OPENED $734M · 2025-12-31Tiger Global Management · OPENED $710M · 2025-09-30Citadel Advisors · OPENED $637M · 2025-09-30Tiger Global Management · OPENED $636M · 2025-12-31Renaissance Technologies · OPENED $622M · 2025-06-30Citadel Advisors · OPENED $619M · 2025-06-30Tiger Global Management · OPENED $581M · 2025-06-30Renaissance Technologies · OPENED $440M · 2025-09-30Bridgewater Associates · OPENED $435M · 2025-12-31D.E. Shaw & Co. · OPENED $412M · 2025-12-31Bridgewater Associates · OPENED $412M · 2025-06-30Bridgewater Associates · OPENED $400M · 2025-09-30Two Sigma Investments · OPENED $252M · 2025-09-30Two Sigma Investments · OPENED $243M · 2025-06-30Renaissance Technologies · OPENED $226M · 2025-12-31D.E. Shaw & Co. · OPENED $143M · 2025-06-30D.E. Shaw & Co. · OPENED $140M · 2025-09-30Two Sigma Investments · OPENED $129M · 2025-12-31 S.881 · committee · 2025-09-10 MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-05-19MARKUP · House Foreign Affairs Oversight and Intelligence Subcommitte · 2026-05-19MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-05-19MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · Senate Foreign Relations · 2026-05-20MARKUP · Senate Environment and Public Works Subcommittee on Clean Ai · 2026-05-20MARKUP · House Foreign Affairs · 2026-05-20MARKUP · · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-05-20MARKUP · House Natural Resources Subcommittee on Federal Lands · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · House Natural Resources Subcommittee on Indian and Insular A · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 24 congressional trades shown · 0 insider buys · 18 13F filings · 1 past bill actions · 14 upcoming markups

Executive Branch ConflictsGEV held by Trump-administration officials

Lifetime Government AwardsGEV federal contracts

GEV doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding GEV

$11.77B
Total GEV held by tracked 13F funds
40
Funds with GEV positions
+40
Funds opened this quarter
Citadel Advisors $734M opened 9 overlap 2025-12-31
Tiger Global Management $710M opened 2025-09-30
Citadel Advisors $637M opened 2025-09-30
Tiger Global Management $636M opened 9 overlap 2025-12-31
Renaissance Technologies $622M opened 2025-06-30
Citadel Advisors $619M opened 2025-06-30
Tiger Global Management $581M opened 2025-06-30
D.E. Shaw & Co. $564M opened 2025-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading GEVMembers of Congress with recent GEV positions

9 politicians traded GEV across 102 disclosed transactions totaling $2.4M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just GEV). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading GEV

2026-04-29 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2026-03-27 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-02-05 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-02-17 Austin Scott R-Georgia · house Sale $1,001 - $15,000
2026-01-30 Jonathan L. Jackson D-Illinois · house Purchase $15,001 - $50,000
2026-01-09 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-12-19 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-11-18 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-10-16 Michael T. McCaul R-Texas · house purchase $15,001 - $50,000
2025-10-23 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2025-10-16 Michael T. McCaul R-Texas · house Purchase $15,001 - $50,000
2025-10-23 Michael T. McCaul R-Texas · house purchase $1,001 - $15,000
30+ trades on file · most recent 2026-05-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting GEVLive legislation impacting this stock

Political ProfileWhere GEV sits in Washington

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STRUCTURAL: High regulatory density (85) due to energy sector with 8 bills showing impact_ratio 0.0001 each, but no lobbying or donation patterns. EVIDENTIARY: 2 executive branch filers (Howard Lutnick) with LLC interests and a sale in 2025-03, plus 16 congressional trades (9 purchases, 7 sales) in 12 months, but no corporate insider buys in 180 days (tier F). Net: Mixed signals with congressional activity but no clear directional bias.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Environmental regulations impacting fossil fuel-based power generation
    EPA
    "Sector is energy with high regulatory density score (85) based on bill impacts."
  • Policy shifts away from gas turbines
    DOE, Congress
    "Recent bill_impacts show multiple energy bills with revenue impacts."

Regulatory opportunities

  • Decarbonization and clean energy incentives
    DOE
    "Sector is energy; bill_impacts include multiple energy bills potentially favoring renewables."
  • Grid modernization and electrification funding
    DOE
    "Business description includes electrification; energy bills may contain provisions."

Capitol Hill AlliesChampions & critics

Member intelligence layer

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Frequently AskedAbout GEV & political exposure

Does GE Vernova Inc. (GEV) hold federal contracts?
No direct prime contracts reported in USASpending.gov for GE Vernova Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own GEV stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in GEV on their OGE 278 financial disclosures, including Howard Lutnick. See the Cabinet Conflicts panel for details.
Has Congress traded GEV stock?
120 congressional trades by 9 unique members of Congress, most recently on 2026-04-29. See the Congressional Trading panel for politician-by-politician breakdown.
What is GEV political risk profile?
Government dependence: 30/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track GEV political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. GEV data is updated daily from these official federal sources.