Gould Asset Management’s SUNation Energy SUNE Stock Holding History

Gould Asset 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
2022 Q1	–	Hold	0	–	-$54K	–	148
2021 Q4	–	Hold	0	–	–	–	140
2021 Q3	–	Hold	0	–	–	–	134
2021 Q2	–	Hold	0	–	–	–	151
2021 Q1	–	Hold	0	–	–	–	153
2020 Q4	–	Hold	0	–	–	–	144
2020 Q3	–	Hold	0	–	–	–	132
2020 Q2	–	Hold	0	–	–	–	130
2020 Q1	–	Hold	0	–	–	–	119
2019 Q4	–	Hold	0	–	–	–	145
2019 Q3	–	Hold	0	–	–	–	140
2019 Q2	–	Hold	0	–	–	–	142
2019 Q1	–	Hold	0	–	–	–	135
2018 Q4	–	Hold	0	–	–	–	127
2018 Q3	–	Hold	0	–	–	–	143
2018 Q2	–	Hold	0	–	–	–	137
2018 Q1	–	Hold	0	–	–	–	140
2017 Q4	–	Hold	0	–	-$124K	–	146
2017 Q3	–	Hold	0	–	–	–	134

Other funds holding SUNE

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return