SBI Securities’s SUNation Energy SUNE Stock Holding History

SBI Securities’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 Q2	$201	Buy	85 +40	+89%	+$72	﹤0.01%	3330
2026 Q1	$99	Buy	45 +15	+50%	+$22	﹤0.01%	3410
2025 Q4	$31	Sell	30 -100	-77%	-$134	﹤0.01%	3690
2025 Q3	$182	Hold	130	–	–	﹤0.01%	3347
2025 Q2	$205	Buy	130 +30	+30%	+$173	﹤0.01%	3297
2025 Q1	$6.55K	Buy	100 +99	+9,900%	+$24.5K	﹤0.01%	1785
2024 Q4	$508	Buy	+1	New	+$775	﹤0.01%	2884

Other funds holding SUNE

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCP

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

TRCT

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

SBI Securities's SUNE Position: Q2 2026 in Review

SBI Securities increased its SUNation Energy (SUNE) stake by 89% in Q2 2026, buying an estimated $72 and bringing the position to 85 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

SBI Securities first reported a position in SUNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55K in Q1 2025. 14 funds tracked by Wall St. Rank hold SUNE as of Q2 2026.

SBI Securities held 85 shares of SUNation Energy worth $201 as of Q2 2026.
SBI Securities bought 40 SUNation Energy shares in Q2 2026, an estimated $72.
SUNation Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3330 holding.
SBI Securities first reported a position in SUNation Energy in Q4 2024 and has held it in 7 quarters since.
SBI Securities's SUNation Energy position peaked at $6.55K in Q1 2025.
14 funds tracked by Wall St. Rank held SUNation Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.