SUNE — SUNATION ENERGY INC
As of Q2 2026, 4 SEC-registered investment managers reported holding SUNE (SUNATION ENERGY INC) in their latest 13F filings, with a combined reported value of $125.43K across 53.15K shares. That is -70.5% by share count (-126.79K shares) versus the previous quarter, while reported value moved -68.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SUNE is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 33.00K | $77.88K | 0.00% | Reduce |
| Morgan Stanley history | 15.00K | $35.40K | 0.00% | Add |
| UBS Group AG history | 5.15K | $12.14K | 0.00% | Reduce |
| BlackRock Inc history | 1 | $2 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 92.52K | $203.53K | 0.00% | New |
| Geode Capital Management history | 47.41K | $104.29K | 0.00% | Add |
| UBS Group AG history | 31.24K | $68.73K | 0.00% | Add |
| Citigroup Inc history | 8.78K | $19.31K | 0.00% | New |
| BlackRock Inc history | 1 | $2 | 0.00% | Hold |
| Morgan Stanley history | 1 | $2 | 0.00% | Hold |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 63.29K | $65.19K | 0.00% | Hold |
| Citadel Advisors history | 43.54K | $44.84K | 0.00% | New |
| Geode Capital Management history | 28.18K | $29.02K | 0.00% | Hold |
| UBS Group AG history | 3.82K | $3.94K | 0.00% | New |
| Bank of America Corp history | 32 | $33 | 0.00% | Hold |
| BlackRock Inc history | 1 | $1 | 0.00% | Hold |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 63.29K | $88.29K | 0.00% | New |
| Geode Capital Management history | 28.18K | $39.30K | 0.00% | New |
| Citigroup Inc history | 917 | $1.28K | 0.00% | New |
| Bank of America Corp history | 32 | $45 | 0.00% | Reduce |
| BlackRock Inc history | 1 | $1 | 0.00% | Hold |
| Morgan Stanley history | 1 | $1 | 0.00% | Hold |
Q2 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 29.74K | $46.99K | 0.00% | Add |
| Bank of America Corp history | 180 | $284 | 0.00% | Add |
| BlackRock Inc history | 1 | $2 | 0.00% | Reduce |
| Morgan Stanley history | 1 | $2 | 0.00% | Reduce |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 11.92K | $3.89K | 0.00% | New |
| UBS Group AG history | 6.49K | $2.12K | 0.00% | Add |
| Citigroup Inc history | 4.43K | $1.45K | 0.00% | New |
| Morgan Stanley history | 231 | $76 | 0.00% | Hold |
| BlackRock Inc history | 29 | $9 | 0.00% | Hold |
| Bank of America Corp history | 14 | $5 | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 92.52K sh · $203.53K
- Citigroup Inc sold 8.78K sh · $19.31K
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 33.00K | 47.41K | 28.18K | 28.18K | — | 11.92K | — |
| Morgan Stanley | 15.00K | 1 | 1 | 1 | 1 | 231 | 231 |
| UBS Group AG | 5.15K | 31.24K | 3.82K | — | 29.74K | 6.49K | 314 |
| BlackRock Inc | 1 | 1 | 1 | 1 | 1 | 29 | 29 |
| Citadel Advisors | — | — | 43.54K | — | — | — | — |
| Renaissance Technologies | — | 92.52K | — | — | — | — | — |
| Bank of America Corp | — | — | 32 | 32 | 180 | 14 | 12 |
| Citigroup Inc | — | 8.78K | — | 917 | — | 4.43K | — |
| Vanguard Group | — | — | 63.29K | 63.29K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details