SUNation Energy, Inc.
SUNE- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0000022701
No open-market purchases or sales by SUNation Energy, Inc. insiders were filed in the last 90 days; 14 institutions reported holding it in 13F filings for Q2 2026, worth $2.47M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in SUNation Energy, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 18
- 0 vs. Q3 2023
- Shares held
- 678.5K
- +52.5K (+8.4%) vs. Q3 2023
- Total value
- $400.7K
- −$134.1K (−25.1%) vs. Q3 2023
- New holders
- 2
- 4 more added
- Sold out
- 2
- 4 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SUNE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 14 | $2.47M |
| Q1 2026 | 18 | $978.3K |
| Q4 2025 | 12 | $181.5K |
| Q3 2025 | 13 | $176.5K |
| Q2 2025 | 11 | $431.5K |
| Q1 2025 | 16 | $45.4K |
| Q4 2024 | 12 | $82.1K |
| Q3 2024 | 15 | $458.2K |
| Q2 2024 | 11 | $210.8K |
| Q1 2024 | 21 | $653.2K |
| Q4 2023 | 18 | $400.7K |
| Q3 2023 | 18 | $534.8K |
| Q2 2023 | 17 | $946.4K |
| Q1 2023 | 20 | $1.28M |
| Q4 2022 | 20 | $1.77M |
| Q3 2022 | 19 | $917.0K |
| Q2 2022 | 16 | $2.12M |
| Q1 2022 | 14 | $4.77M |
| Q4 2021 | 23 | $8.16M |
| Q3 2021 | 27 | $35.5M |
| Q2 2021 | 25 | $31.2M |
| Q1 2021 | 28 | $25.9M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SUNation Energy, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 280,812 | $166.2K | 0.00% | +182,812+186.5% | Added |
| Vanguard Group Inc | 148,596 | $88.0K | 0.00% | −65,171−30.5% | Reduced |
| Geode Capital Management, LLC | 45,662 | $27.0K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 34,604 | $20.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 28,107 | $16.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 26,384 | $16.0K | 0.00% | +6,500+32.7% | Added |
| Aptus Capital Advisors, LLC | 23,773 | $14.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 23,773 | $14.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 15,902 | $9.41K | 0.00% | −17,875−52.9% | Reduced |
| HRT Financial LP | 15,046 | $8.00K | 0.00% | +15,046 | New |
| State Street Corp | 13,477 | $7.98K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,089 | $5.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,992 | $2.36K | 0.00% | +672+20.2% | Added |
| GWM Advisors LLC | 3,005 | $1.78K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,672 | $1.58K | 0.00% | −5,311−66.5% | Reduced |
| Morgan Stanley | 2,445 | $1.45K | 0.00% | −470−16.1% | Reduced |
| Bank of America Corp | 95 | $56 | 0.00% | +95 | New |
| Wells Fargo & Company | 58 | $34 | 0.00% | +4+7.4% | Added |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −63,807−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |