Latest Period
Q2 2026
Security Snapshot
SUNation Energy, Inc. - Common Stock, par value $0.05 par value per share (SUNE) Institutional Ownership
CUSIP: 72303P503
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
14
Shares (Excl. Options)
1,190,976
Price
$2.36
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- Security type / class
- Equity / Common Stock, par value $0.05 par value per share
- Symbol
- SUNE on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,190,976
- Total 13F value
- $2,470,084
- Portfolio coverage rank
- 0%
- Share change
- +745,765
- Value change
- +$1,459,687
- Number of holders
- 14
- Shares outstanding
- 6,510,417
- SEC-reported price per share
- $2.62
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SUNE - SUNation Energy, Inc. - Common Stock, par value $0.05 par value per share is tracked under CUSIP 72303P503.
- 14 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 18 to 14 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $978,252 to $2,470,084.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 14 institutions filings for Q2 2026.
Security key
72303P503
Latest holder period
Q2 2026
13F holders
14
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
SUNE full holder history
SUNation Energy, Inc. SEC filings
SUNation Energy, Inc. company facts
SUNation Energy, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 72303P503:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
SUNE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 20% | $2,107,400 | 820,000 | AWM Investment Company, Inc. | 08 Jul 2026 | |||
| Pinnacle Family Office Investments L.P. | 9.6% | $1,431,250 | 625,000 | Pinnacle Family Office Investments, L.P. | 09 Jun 2026 | |||
| Ayrton Capital LLC | 8.8% | $1,230,395 | 361,881 | Ayrton Capital LLC | 30 Jun 2026 | |||
| JANE STREET GROUP, LLC | 5.1% | $542,553 | 211,110 | JANE STREET GROUP, LLC | 26 Jun 2026 |
As of 30 Jun 2026, 14 institutional investors reported holding 1,190,976 shares of SUNation Energy, Inc. - Common Stock, par value $0.05 par value per share (SUNE). This represents 18% of the company’s total 6,510,417 outstanding shares.
13F concentration
Top 19 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
18%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 13% | 820,000 | 0.14% | $1,594,900 | |
| JANE STREET GROUP, LLC | 3.3% | 213,198 | +618% | 0% | $503,147 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.67% | 43,479 | 0% | 0% | $102,610 |
| GSA CAPITAL PARTNERS LLP | 0.58% | 37,846 | +50% | 0.01% | $89,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.51% | 33,001 | -30% | 0% | $77,882 |
| VANGUARD FIDUCIARY TRUST CO | 0.3% | 19,812 | 0% | 0% | $46,756 |
| MORGAN STANLEY | 0.23% | 15,001 | +1500000% | 0% | $35,402 |
| UBS Group AG | 0.08% | 5,146 | -84% | 0% | $12,145 |
| Caitong International Asset Management Co., Ltd | 0.03% | 1,797 | +724% | 0% | $4,241 |
| Tower Research Capital LLC (TRC) | 0.02% | 1,553 | -36% | 0% | $3,665 |
| SBI Securities Co., Ltd. | 0% | 85 | +89% | 0% | $201 |
| Allworth Financial LP | 0% | 50 | 0% | 0% | $118 |
| OSAIC HOLDINGS, INC. | 0% | 7 | 0% | 0% | $15 |
| BlackRock, Inc. | 0% | 1 | 0% | 0% | $2 |
| CITIGROUP INC | 0% | 0 | -100% | $0 | |
| Federation des caisses Desjardins du Quebec | 0% | 0 | -100% | $0 | |
| HRT FINANCIAL LP | 0% | 0 | -100% | $0 | |
| TWO SIGMA SECURITIES, LLC | 0% | 0 | -100% | $0 | |
| RENAISSANCE TECHNOLOGIES LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,190,976 | $2,470,084 | +$1,459,687 | $2.36 | 14 |
| 2026 Q1 | 445,211 | $978,252 | +$664,421 | $2.20 | 18 |
| 2025 Q4 | 176,720 | $181,532 | +$39,421 | $1.03 | 12 |
| 2025 Q3 | 126,492 | $176,541 | -$252,002 | $1.40 | 13 |
| 2025 Q2 | 273,130 | $431,545 | +$399,921 | $1.58 | 11 |
| 2025 Q1 | 20,054 | $6,554 | +$6,554 | $0.33 | 1 |