Allworth Financial’s SUNation Energy SUNE Stock Holding History

Allworth Financial’s Portfolio SUNE Stock Details SUNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118	Hold	50	–	–	﹤0.01%	5014
2026 Q1	$110	Buy	+50	New	+$72	﹤0.01%	5001

Other funds holding SUNE

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Allworth Financial's SUNE Position: Q2 2026 in Review

Allworth Financial held its SUNation Energy (SUNE) position steady in Q2 2026 at 50 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #5014.

Allworth Financial first reported a position in SUNE in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SUNE as of Q2 2026.

Allworth Financial held 50 shares of SUNation Energy worth $118 as of Q2 2026.
Allworth Financial left its SUNation Energy share count unchanged in Q2 2026.
SUNation Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5014 holding.
Allworth Financial first reported a position in SUNation Energy in Q1 2026 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held SUNation Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.