Security key
72303P107
- Security type / class
- Equity / COM
- Total 13F shares
- 678,492
- Total 13F value
- $400,656
- Share change
- +52,487
- SEC-reported price per share
- $0.59
- Number of holders
- 18
- Value change
- +$12,232
- Number of buys
- 6
- Number of sells
- 6
Report period
Q4 2023
Institutions
18
Top holders
10
PEGY full security history
Ownership snapshot
Full 13F holder table
SUNation Energy, Inc. SEC filings
SUNation Energy, Inc. company facts
Broader feeds
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 Sep 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
$181.7K
COLDSTREAM CAPITAL MANAGEMENT INC
$83.3K
DIMENSIONAL FUND ADVISORS LP
$55.8K
GEODE CAPITAL MANAGEMENT, LLC
$39.9K
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
|
—
denominator unverified
|
$181,702
213,767 shares
|
— | 30 Sep 2023 |
| COLDSTREAM CAPITAL MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$83,300
98,000 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$55,799
63,807 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$39,931
45,662 shares
|
— | 30 Sep 2023 |
| Mark Fandrich |
3/4/5
Vice President/CFO
|
—
denominator unverified
|
$37,699
61,802 shares
|
— | 02 Aug 2021 |
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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
18
Shares
678,492
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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
18
Q4 2023 holders
18
Holder diff
0
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|