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
Q2 | $35.4K | Buy |
15,001
+15,000
| +1,500,000% | +$27K | ﹤0.01% | 6622 |
|
|
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
| – | – | – | 6977 |
|
|
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
AIC
Morgan Stanley's SUNE Position: Q2 2026 in Review
Morgan Stanley increased its SUNation Energy (SUNE) stake by 1,500,000% in Q2 2026, buying an estimated $27K and bringing the position to 15,001 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6622.
Morgan Stanley first reported a position in SUNE in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold SUNE as of Q2 2026.
- Morgan Stanley held 15,001 shares of SUNation Energy worth $35.4K as of Q2 2026.
- Morgan Stanley bought 15,000 SUNation Energy shares in Q2 2026, an estimated $27K.
- SUNation Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6622 holding.
- Morgan Stanley first reported a position in SUNation Energy in Q4 2024 and has held it in 7 quarters since.
- 14 funds tracked by Wall St. Rank held SUNation Energy as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.