UBS Group’s SUNation Energy SUNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.7K | Buy |
31,239
+27,415
| +717% | +$39.3K | ﹤0.01% | 7197 |
|
|
2025
Q4 | $3.94K | Buy |
+3,824
| New | +$5.13K | ﹤0.01% | 8917 |
|
|
2025
Q3 | – | Sell |
-29,739
| Closed | -$47K | – | 11217 |
|
|
2025
Q2 | $47K | Buy |
29,739
+29,707
| +92,834% | +$171K | ﹤0.01% | 7822 |
|
|
2025
Q1 | $2.12K | Buy |
32
+30
| +1,500% | +$7.41K | ﹤0.01% | 9385 |
|
|
2024
Q4 | $826 | Buy |
+2
| New | +$1.55K | ﹤0.01% | 9369 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$14.4K | – | 10224 |
|
|
2024
Q2 | $14.4K | Buy |
+1
| New | +$14.8K | ﹤0.01% | 7517 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.58K | – | 10149 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8271 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7271 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6597 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7200 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8963 |
|
|
2021
Q4 | – | Hold |
0
| – | -$18K | – | 10816 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7299 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7086 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 8175 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6958 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7574 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7488 |
|
|
2020
Q1 | – | Hold |
0
| – | -$19K | – | 8502 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6908 |
|
|
2019
Q3 | – | Hold |
0
| – | -$12K | – | 8318 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6963 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6829 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6761 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6939 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 7572 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 6521 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 6878 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 5499 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 5530 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 5353 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5928 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5436 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5257 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5064 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5024 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 5175 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 5321 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5278 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5948 |
|
Other funds holding SUNE
HF
VCM
GCP
VFT
TSS
TRCT
UBS Group's SUNE Position: Q1 2026 in Review
UBS Group increased its SUNation Energy (SUNE) stake by 717% in Q1 2026, buying an estimated $39.3K and bringing the position to 31,239 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7197.
UBS Group first reported a position in SUNE in Q2 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SUNE as of Q1 2026.
- UBS Group held 31,239 shares of SUNation Energy worth $68.7K as of Q1 2026.
- UBS Group bought 27,415 SUNation Energy shares in Q1 2026, an estimated $39.3K.
- SUNation Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7197 holding.
- UBS Group first reported a position in SUNation Energy in Q2 2024 and has held it in 6 quarters since.
- 18 funds tracked by Wall St. Rank held SUNation Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.