Jim Simons’s SUNation Energy SUNE Stock Holding History

Jim Simons’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 Q1	$204K	Buy	+92,515	New	+$133K	﹤0.01%	2913
2024 Q1	–	Hold	0	–	-$16K	–	4154
2023 Q4	–	Hold	0	–	–	–	3608
2023 Q3	–	Hold	0	–	–	–	3541
2023 Q2	–	Hold	0	–	–	–	3588
2023 Q1	–	Hold	0	–	–	–	3481
2022 Q4	–	Sell	-1	Closed	-$459K	–	3937
2022 Q3	$138K	Hold	1	–	–	﹤0.01%	3499
2022 Q2	$311K	Hold	1	–	–	﹤0.01%	3435
2022 Q1	$892K	Hold	1	–	–	﹤0.01%	2805
2021 Q4	$1.51M	Hold	1	–	–	﹤0.01%	2361
2021 Q3	$4.81M	Hold	1	–	–	0.01%	1487
2021 Q2	$4.44M	Hold	1	–	–	0.01%	1706
2021 Q1	$3.91M	Hold	1	–	–	﹤0.01%	1805
2020 Q4	$3.12M	Hold	1	–	–	﹤0.01%	1869
2020 Q3	$2.61M	Hold	1	–	–	﹤0.01%	1973
2020 Q2	$3.62M	Hold	1	–	–	﹤0.01%	1834
2020 Q1	$3.15M	Hold	1	–	–	﹤0.01%	1822
2019 Q4	$4.4M	Hold	1	–	–	﹤0.01%	1927
2019 Q3	$2.62M	Hold	1	–	–	﹤0.01%	2136
2019 Q2	$1.55M	Hold	1	–	–	﹤0.01%	2476
2019 Q1	$1.34M	Hold	1	–	–	﹤0.01%	2534
2018 Q4	$1.01M	Hold	1	–	–	﹤0.01%	2565
2018 Q3	$1.37M	Hold	1	–	–	﹤0.01%	2468
2018 Q2	$1.8M	Hold	1	–	–	﹤0.01%	2319
2018 Q1	$1.68M	Hold	1	–	–	﹤0.01%	2420
2017 Q4	$1.55M	Hold	1	–	–	﹤0.01%	2477
2017 Q3	$1.68M	Hold	1	–	–	﹤0.01%	2366
2017 Q2	$1.64M	Hold	1	–	–	﹤0.01%	2357
2017 Q1	$1.55M	Hold	1	–	–	﹤0.01%	2362
2016 Q4	$1.57M	Hold	1	–	–	﹤0.01%	2339
2016 Q3	$1.47M	Buy	+1	New	+$3.77M	﹤0.01%	2379
2016 Q2	–	Hold	0	–	–	–	2188
2016 Q1	–	Hold	0	–	–	–	2217
2015 Q4	–	Hold	0	–	–	–	2096
2015 Q3	–	Hold	0	–	–	–	1940
2015 Q2	–	Hold	0	–	–	–	1850
2015 Q1	–	Hold	0	–	–	–	1700
2014 Q4	–	Hold	0	–	–	–	1661
2014 Q3	–	Hold	0	–	–	–	1523
2014 Q2	–	Hold	0	–	–	–	1545
2014 Q1	–	Hold	0	–	–	–	1576
2013 Q4	–	Hold	0	–	–	–	1640
2013 Q3	–	Hold	0	–	–	–	1551
2013 Q2	–	Hold	0	–	–	–	1528

Other funds holding SUNE

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jim Simons's SUNE Position: Q1 2026 in Review

Jim Simons opened a new position in SUNation Energy (SUNE) in Q1 2026: 92,515 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2913 among its holdings. This is a return to the name: Jim Simons previously reported a position in SUNE as recently as Q3 2022.

Jim Simons first reported a position in SUNE in Q3 2016 and has held it in 26 quarters since. The position peaked at $4.81M in Q3 2021. 18 funds tracked by Wall St. Rank hold SUNE as of Q1 2026.

Jim Simons held 92,515 shares of SUNation Energy worth $204K as of Q1 2026.
SUNation Energy was a new Jim Simons position in Q1 2026.
SUNation Energy made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2913 holding.
Jim Simons first reported a position in SUNation Energy in Q3 2016 and has held it in 26 quarters since.
Jim Simons's SUNation Energy position peaked at $4.81M in Q3 2021.
18 funds tracked by Wall St. Rank held SUNation Energy as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.