APP
SUNE

Avantax Planning Partners’s SUNation Energy SUNE Stock Holding History

Avantax Planning Partners’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
2025
Q2 		– Sell
-134
Closed -$8.73K – 465
2025
Q1 		$8.73K Hold
134
– – ﹤0.01% 431
2024
Q4 		$70.2K Buy
134
+99
+283% +$76.8K ﹤0.01% 425
2024
Q3 		$47.2K Buy
+35
New +$343K ﹤0.01% 433

Other funds holding SUNE

SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's SUNE Position: Q2 2025 in Review

Avantax Planning Partners sold out of SUNation Energy (SUNE) in Q2 2025, closing a stake of 134 shares — an estimated $8.73K sold.

Avantax Planning Partners first reported a position in SUNE in Q3 2024 and held it in 3 quarters. The position peaked at $70.2K in Q4 2024. 11 funds tracked by Wall St. Rank hold SUNE as of Q2 2025.

  • Avantax Planning Partners reported no remaining SUNation Energy position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 134 SUNation Energy shares in Q2 2025, an estimated $8.73K.
  • Avantax Planning Partners first reported a position in SUNation Energy in Q3 2024 and held it in 3 quarters.
  • Avantax Planning Partners's SUNation Energy position peaked at $70.2K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held SUNation Energy as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.