Home › Stocks › SUNE

SUNE — SUNATION ENERGY INC

Reported value held$458.35K
Funds holding (latest)9
SectorConsumer Discretionary
Funds holding (Q2 2026)4
Institutional value$125.43K · 53.15K sh
New / Add / Cut / Exit0 / 1 / 2 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -70.5% (-126.79K sh)
Institutional value change Down -68.3%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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)

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 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 — — —

Download holders (CSV)