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
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TSS
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TRCT
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return