CCM
SUNE

Coldstream Capital Management’s SUNation Energy SUNE Stock Holding History

Coldstream Capital Management’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
2024
Q1 		– Sell
-2
Closed -$166K – 1034
2023
Q4 		$166K Buy
2
+1
+100% +$107K ﹤0.01% 907
2023
Q3 		$83.3K Hold
1
– – ﹤0.01% 784
2023
Q2 		$134K Hold
1
– – ﹤0.01% 798
2023
Q1 		$156K Buy
+1
New +$294K 0.01% 801
2022
Q4 		– Hold
0
– – – 800
2022
Q2 		$283K Buy
+1
New +$464K 0.01% 582

Other funds holding SUNE

SM
Sabby Management Miami Beach, Florida $5.71M AUM 74.25% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $7.09B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return