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SUNE

NewEdge Advisors’s SUNation Energy SUNE Stock Holding History

NewEdge Advisors’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
2025
Q4 		– Sell
-1
Closed -$1 – 4416
2025
Q3 		$1 Hold
1
– – ﹤0.01% 4093
2025
Q2 		$2 Buy
+1
New +$6 ﹤0.01% 3979
2025
Q1 		– Hold
0
– – – 3952
2024
Q4 		– Hold
0
– – – 3864
2024
Q3 		– Hold
0
– – – 3766
2024
Q2 		– Hold
0
– – – 3630
2024
Q1 		– Hold
0
– – – 3672
2023
Q4 		– Hold
0
– – – 3360
2023
Q3 		– Hold
0
– – – 2998
2023
Q2 		– Hold
0
– – – 2874
2023
Q1 		– Hold
0
– – – 2792
2022
Q4 		– Hold
0
– – – 3768

Other funds holding SUNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's SUNE Position: Q4 2025 in Review

NewEdge Advisors sold out of SUNation Energy (SUNE) in Q4 2025, closing a stake of 1 share — an estimated $1 sold.

NewEdge Advisors first reported a position in SUNE in Q2 2025 and held it in 2 quarters. The position peaked at $2 in Q2 2025. 12 funds tracked by Wall St. Rank hold SUNE as of Q4 2025.

  • NewEdge Advisors reported no remaining SUNation Energy position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1 SUNation Energy share in Q4 2025, an estimated $1.
  • NewEdge Advisors first reported a position in SUNation Energy in Q2 2025 and held it in 2 quarters.
  • NewEdge Advisors's SUNation Energy position peaked at $2 in Q2 2025.
  • 12 funds tracked by Wall St. Rank held SUNation Energy as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.