Dimensional Fund Advisors’s SUNation Energy SUNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$55.8K | – | 3463 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$169K | – | 3371 |
|
|
2023
Q2 | $184K | Hold |
1
| – | – | ﹤0.01% | 3248 |
|
|
2023
Q1 | $278K | Buy |
+1
| New | +$294K | ﹤0.01% | 3141 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | -$376K | – | 3456 |
|
|
2022
Q2 | $186K | Hold |
1
| – | – | ﹤0.01% | 3256 |
|
|
2022
Q1 | $545K | Hold |
1
| – | – | ﹤0.01% | 3127 |
|
|
2021
Q4 | $919K | Hold |
1
| – | – | ﹤0.01% | 3045 |
|
|
2021
Q3 | $3.5M | Hold |
1
| – | – | ﹤0.01% | 2680 |
|
|
2021
Q2 | $3.06M | Hold |
1
| – | – | ﹤0.01% | 2741 |
|
|
2021
Q1 | $2.52M | Hold |
1
| – | – | ﹤0.01% | 2791 |
|
|
2020
Q4 | $1.91M | Hold |
1
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q3 | $1.65M | Hold |
1
| – | – | ﹤0.01% | 2800 |
|
|
2020
Q2 | $2.22M | Hold |
1
| – | – | ﹤0.01% | 2731 |
|
|
2020
Q1 | $2.01M | Hold |
1
| – | – | ﹤0.01% | 2703 |
|
|
2019
Q4 | $2.73M | Hold |
1
| – | – | ﹤0.01% | 2780 |
|
|
2019
Q3 | $2.04M | Hold |
1
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q2 | $1.34M | Hold |
1
| – | – | ﹤0.01% | 2988 |
|
|
2019
Q1 | $1.18M | Hold |
1
| – | – | ﹤0.01% | 2997 |
|
|
2018
Q4 | $920K | Hold |
1
| – | – | ﹤0.01% | 3028 |
|
|
2018
Q3 | $1.27M | Hold |
1
| – | – | ﹤0.01% | 3019 |
|
|
2018
Q2 | $1.81M | Hold |
1
| – | – | ﹤0.01% | 2909 |
|
|
2018
Q1 | $1.83M | Hold |
1
| – | – | ﹤0.01% | 2882 |
|
|
2017
Q4 | $1.91M | Hold |
1
| – | – | ﹤0.01% | 2865 |
|
|
2017
Q3 | $2.23M | Hold |
1
| – | – | ﹤0.01% | 2831 |
|
|
2017
Q2 | $2.51M | Hold |
1
| – | – | ﹤0.01% | 2801 |
|
|
2017
Q1 | $2.58M | Hold |
1
| – | – | ﹤0.01% | 2780 |
|
|
2016
Q4 | $2.75M | Hold |
1
| – | – | ﹤0.01% | 2729 |
|
|
2016
Q3 | $2.89M | Hold |
1
| – | – | ﹤0.01% | 2681 |
|
|
2016
Q2 | $4.26M | Hold |
1
| – | – | ﹤0.01% | 2557 |
|
|
2016
Q1 | $4.58M | Hold |
1
| – | – | ﹤0.01% | 2520 |
|
|
2015
Q4 | $4.88M | Hold |
1
| – | – | ﹤0.01% | 2524 |
|
|
2015
Q3 | $5.27M | Hold |
1
| – | – | ﹤0.01% | 2499 |
|
|
2015
Q2 | $6.65M | Hold |
1
| – | – | ﹤0.01% | 2451 |
|
|
2015
Q1 | $7.22M | Hold |
1
| – | – | ﹤0.01% | 2396 |
|
|
2014
Q4 | $6.77M | Hold |
1
| – | – | ﹤0.01% | 2441 |
|
|
2014
Q3 | $7.07M | Hold |
1
| – | – | 0.01% | 2387 |
|
|
2014
Q2 | $7.9M | Hold |
1
| – | – | 0.01% | 2358 |
|
|
2014
Q1 | $8.1M | Hold |
1
| – | – | 0.01% | 2317 |
|
|
2013
Q4 | $7M | Hold |
1
| – | – | 0.01% | 2398 |
|
|
2013
Q3 | $7.07M | Hold |
1
| – | – | 0.01% | 2357 |
|
|
2013
Q2 | $6.02M | Buy |
+1
| New | +$5.97M | 0.01% | 2373 |
|
Other funds holding SUNE
CCM
LJAC
ACA
GWANC
GI
HF
Dimensional Fund Advisors's SUNE Position: Q4 2023 in Review
Dimensional Fund Advisors held its SUNation Energy (SUNE) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3463.
Dimensional Fund Advisors first reported a position in SUNE in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.1M in Q1 2014. 2 funds tracked by Wall St. Rank hold SUNE as of Q4 2023.
- Dimensional Fund Advisors held 0 shares of SUNation Energy worth $0 as of Q4 2023.
- Dimensional Fund Advisors left its SUNation Energy share count unchanged in Q4 2023.
- SUNation Energy made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q4 2023, its #3463 holding.
- Dimensional Fund Advisors first reported a position in SUNation Energy in Q2 2013 and has held it in 39 quarters since.
- Dimensional Fund Advisors's SUNation Energy position peaked at $8.1M in Q1 2014.
- 2 funds tracked by Wall St. Rank held SUNation Energy as of Q4 2023.
Based on Dimensional Fund Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.