State Street
SUNE

State Street’s SUNation Energy SUNE Stock Holding History

State Street’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
2024
Q4 		– Sell
-3
Closed -$4.32K – 4327
2024
Q3 		$4.32K Buy
+3
New +$29.4K ﹤0.01% 4281
2024
Q2 		– Hold
0
– -$916 – 4405
2024
Q1 		– Hold
0
– – – 4364
2023
Q4 		– Hold
0
– – – 4408
2023
Q3 		– Hold
0
– – – 4496
2023
Q2 		– Hold
0
– – – 4597
2023
Q1 		– Hold
0
– – – 4678
2022
Q4 		– Hold
0
– – – 4660
2022
Q3 		– Hold
0
– – – 4884
2022
Q1 		– Hold
0
– -$44K – 4932
2021
Q4 		– Hold
0
– – – 4716
2021
Q3 		– Hold
0
– – – 4432
2021
Q2 		– Hold
0
– – – 4318

Other funds holding SUNE

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RS
R Squared Central, Hong Kong $182M AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street's SUNE Position: Q4 2024 in Review

State Street sold out of SUNation Energy (SUNE) in Q4 2024, closing a stake of 3 shares — an estimated $4.32K sold.

State Street first reported a position in SUNE in Q3 2024 and held it in 1 quarter. The position peaked at $4.32K in Q3 2024. 8 funds tracked by Wall St. Rank hold SUNE as of Q4 2024.

  • State Street reported no remaining SUNation Energy position as of Q4 2024 after selling out during the quarter.
  • State Street sold 3 SUNation Energy shares in Q4 2024, an estimated $4.32K.
  • State Street first reported a position in SUNation Energy in Q3 2024 and held it in 1 quarter.
  • State Street's SUNation Energy position peaked at $4.32K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held SUNation Energy as of Q4 2024.

Based on State Street's 13F filing for Q4 2024, filed 14 Feb 2025.