Citigroup’s SUNation Energy SUNE Stock Holding History

Citigroup’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	–	Sell	-8,779	Closed	-$19.3K	–	6368
2026 Q1	$19.3K	Buy	+8,779	New	+$12.6K	﹤0.01%	4840
2025 Q4	–	Sell	-917	Closed	-$1.28K	–	6590
2025 Q3	$1.28K	Buy	+917	New	+$1.41K	﹤0.01%	5589
2025 Q2	–	Sell	-22	Closed	-$1.45K	–	5957
2025 Q1	$1.45K	Buy	+22	New	+$5.43K	﹤0.01%	5355
2016 Q2	–	Hold	0	–	–	–	7491
2016 Q1	–	Hold	0	–	–	–	7813
2015 Q3	–	Hold	0	–	-$5K	–	7766
2015 Q2	–	Hold	0	–	–	–	6785
2015 Q1	–	Hold	0	–	–	–	6961

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

Citigroup's SUNE Position: Q2 2026 in Review

Citigroup sold out of SUNation Energy (SUNE) in Q2 2026, closing a stake of 8,779 shares — an estimated $19.3K sold.

Citigroup first reported a position in SUNE in Q1 2025 and held it in 3 quarters. The position peaked at $19.3K in Q1 2026. 14 funds tracked by Wall St. Rank hold SUNE as of Q2 2026.

Citigroup reported no remaining SUNation Energy position as of Q2 2026 after selling out during the quarter.
Citigroup sold 8,779 SUNation Energy shares in Q2 2026, an estimated $19.3K.
Citigroup first reported a position in SUNation Energy in Q1 2025 and held it in 3 quarters.
Citigroup's SUNation Energy position peaked at $19.3K in Q1 2026.
14 funds tracked by Wall St. Rank held SUNation Energy as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.