PINEAPPLE ENERGY INC - COM (PEGY)

CUSIP: 72303P107

Q3 2023 13F Holders as of 30 Sep 2023

Share change
-68,520
SEC-reported price per share
$0.85
Number of holders
18
Value change
-$69,498
Number of buys
7
Number of sells
7

Security key

72303P107

Report period

Q3 2023

Institutions

18

Top holders

10

Ownership snapshot

Top reported holders of PEGY - PINEAPPLE ENERGY INC - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
NORTHERN PACIFIC GROWTH I...
Disclosed value leader
NORTHERN PACIFIC GROWTH I...
Comparable rows
0/15
Latest evidence
30 Jun 2023
3/4/5 13F Highest disclosed value: $694,130 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC has the largest disclosed position value at $694.1K.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC's linked filing trail.
Disclosed position value Top 5
NORTHERN PACIFIC GROWTH INVESTMEN... $694.1K
VANGUARD GROUP INC $285.4K
DIMENSIONAL FUND ADVISORS LP $183.7K
COLDSTREAM CAPITAL MANAGEMENT INC $134.3K
GAMCO INVESTORS, INC. ET AL $61.3K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
3/4/5
10%+ Owner
—
denominator unverified
$694,130
1,137,918 shares
— 12 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$285,352
208,286 shares
— 30 Jun 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
—
denominator unverified
$183,705
134,091 shares
— 30 Jun 2023
COLDSTREAM CAPITAL MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$134,260
98,000 shares
— 30 Jun 2023
GAMCO INVESTORS, INC. ET AL
13F
Company
13F
—
denominator unverified
$61,344
44,777 shares
— 30 Jun 2023
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
—
denominator unverified
$58,000
41,990 shares
— 30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
18
Shares
626,005
Rows available
18
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
17
Q3 2023 holders
18
Holder diff
1
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %
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