Latest Period
Q1 2026
Security Snapshot
SUNation Energy, Inc. - Common Stock, Par Value $0.05 (SUNE) Institutional Ownership
CUSIP: 72303P503
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
18
Shares (Excl. Options)
445,211
Price
$2.20
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- Security type / class
- Equity / Common Stock, Par Value $0.05
- Symbol
- SUNE on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 445,211
- Total 13F value
- $978,252
- Portfolio coverage rank
- 0%
- Share change
- +268,491
- Value change
- +$664,421
- Number of holders
- 18
- Shares outstanding
- 4,120,603
- SEC-reported price per share
- $2.36
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 is tracked under CUSIP 72303P503.
- 18 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 18 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $978,252 to $201.
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 18 institutions filings for Q1 2026.
Security key
72303P503
Latest holder period
Q1 2026
13F holders
18
13D/G owners
2
CIK / CUSIP context first
Open Q1 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
2
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 | |||
| JANE STREET GROUP, LLC | 5.1% | $542,553 | 211,110 | JANE STREET GROUP, LLC | 26 Jun 2026 |
As of 31 Mar 2026, 18 institutional investors reported holding 445,211 shares of SUNation Energy, Inc. - Common Stock, Par Value $0.05 (SUNE). This represents 11% of the company’s total 4,120,603 outstanding shares.
13F concentration
Top 21 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
11%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HRT FINANCIAL LP | 3.2% | 131,721 | 0% | $289,000 | |
| RENAISSANCE TECHNOLOGIES LLC | 2.2% | 92,515 | 0% | $203,533 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 47,406 | +68% | 0% | $104,292 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 43,479 | 0% | 0% | $95,654 |
| UBS Group AG | 0.76% | 31,239 | +717% | 0% | $68,726 |
| JANE STREET GROUP, LLC | 0.72% | 29,694 | 0% | $65,327 | |
| GSA CAPITAL PARTNERS LLP | 0.61% | 25,193 | +68% | 0% | $55,000 |
| VANGUARD FIDUCIARY TRUST CO | 0.48% | 19,812 | 0% | 0% | $43,586 |
| TWO SIGMA SECURITIES, LLC | 0.29% | 11,785 | 0% | $25,927 | |
| CITIGROUP INC | 0.21% | 8,779 | 0% | $19,314 | |
| Tower Research Capital LLC (TRC) | 0.06% | 2,416 | -3.8% | 0% | $5,315 |
| Federation des caisses Desjardins du Quebec | 0.02% | 850 | 0% | $1,870 | |
| Caitong International Asset Management Co., Ltd | 0.01% | 218 | 0% | $480 | |
| Allworth Financial LP | 0% | 50 | 0% | $110 | |
| SBI Securities Co., Ltd. | 0% | 45 | +50% | 0% | $99 |
| OSAIC HOLDINGS, INC. | 0% | 7 | 0% | 0% | $15 |
| MORGAN STANLEY | 0% | 1 | 0% | 0% | $2 |
| BlackRock, Inc. | 0% | 1 | 0% | 0% | $2 |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 | |
| BANK OF AMERICA CORP /DE/ | 0% | 0 | -100% | $0 | |
| DRW Securities, 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
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 85 | $201 | +$95 | $2.36 | 1 |
| 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 |