SBI Securities
SUNE icon

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
Q3 		$201 Hold
85
– – ﹤0.01% 3418
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 $1.04B AUM 103.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SBI Securities's SUNE Position: Q3 2026 in Review

SBI Securities held its SUNation Energy (SUNE) position steady in Q3 2026 at 85 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

SBI Securities first reported a position in SUNE in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.55K in Q1 2025. 16 funds tracked by Wall St. Rank hold SUNE as of Q3 2026.

  • SBI Securities held 85 shares of SUNation Energy worth $201 as of Q3 2026.
  • SBI Securities left its SUNation Energy share count unchanged in Q3 2026.
  • SUNation Energy made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3418 holding.
  • SBI Securities first reported a position in SUNation Energy in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's SUNation Energy position peaked at $6.55K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held SUNation Energy as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.