Morgan Stanley’s SUNation Energy SUNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2 | Hold |
1
| – | – | ﹤0.01% | 8270 |
|
|
2025
Q4 | $1 | Hold |
1
| – | – | ﹤0.01% | 8194 |
|
|
2025
Q3 | $1 | Hold |
1
| – | – | ﹤0.01% | 8155 |
|
|
2025
Q2 | $2 | Hold |
1
| – | – | ﹤0.01% | 8078 |
|
|
2025
Q1 | $76 | Hold |
1
| – | – | ﹤0.01% | 7618 |
|
|
2024
Q4 | $608 | Buy |
+1
| New | +$775 | ﹤0.01% | 7325 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7428 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7140 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7331 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7092 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7080 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7064 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7072 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6681 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7497 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7372 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7322 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7255 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6589 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6705 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6872 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6978 |
|
|
2019
Q4 | – | Hold |
0
| – | -$50K | – | 6793 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5724 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5625 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6760 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6828 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6765 |
|
|
2018
Q1 | – | Hold |
0
| – | -$5K | – | 6714 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 6347 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 6264 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 5735 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 5735 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5892 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 6074 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5888 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5933 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6036 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6040 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6066 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5857 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5709 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 5364 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 5370 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 5500 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 5286 |
|
Other funds holding SUNE
HF
VCM
GCP
VFT
TSS
Morgan Stanley's SUNE Position: Q1 2026 in Review
Morgan Stanley held its SUNation Energy (SUNE) position steady in Q1 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #8270.
Morgan Stanley first reported a position in SUNE in Q4 2024 and has held it in 6 quarters since. The position peaked at $608 in Q4 2024. 18 funds tracked by Wall St. Rank hold SUNE as of Q1 2026.
- Morgan Stanley held 1 share of SUNation Energy worth $2 as of Q1 2026.
- Morgan Stanley left its SUNation Energy share count unchanged in Q1 2026.
- SUNation Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8270 holding.
- Morgan Stanley first reported a position in SUNation Energy in Q4 2024 and has held it in 6 quarters since.
- Morgan Stanley's SUNation Energy position peaked at $608 in Q4 2024.
- 18 funds tracked by Wall St. Rank held SUNation Energy as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.