PINEAPPLE ENERGY INC - COM (PEGY)

CUSIP: 72303P107

Q1 2024 13F Holders as of 31 Mar 2024

Share change
+8,928,692
SEC-reported price per share
$0.07
Number of holders
21
Value change
+$437,669
Number of buys
10
Number of sells
12

Security key

72303P107

Report period

Q1 2024

Institutions

21

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
08 Jan 2024
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
COLDSTREAM CAPITAL MANAGEMENT INC $166.2K
VANGUARD GROUP INC $88K
Mark Fandrich $37.7K
Scott Fluegge $30.4K

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
COLDSTREAM CAPITAL MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$166,241
280,812 shares
— 31 Dec 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$87,969
148,596 shares
— 31 Dec 2023
Mark Fandrich
3/4/5
Vice President/CFO
—
denominator unverified
$37,699
61,802 shares
— 02 Aug 2021
Scott Fluegge
3/4/5
VP of IT
—
denominator unverified
$30,443
49,907 shares
— 02 Aug 2021
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$27,031
45,662 shares
— 31 Dec 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 Q1 2024

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

Institutions
21
Shares
9,607,184
Rows available
21
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 Q1 2024 vs Q1 2024 Across Filers

Q1 2024 holders
21
Q1 2024 holders
21
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 value Value change Value Chg %
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