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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 $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $1.84B AUM 20.54% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return