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SUNE · SUNation Energy, Inc. · Holdings

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$3.32 +0.95 (+39.92%)
Rebalance outlook locked
Going-concern doubt — flagged Aug 12, 2026

Substantial doubt about the company's ability to continue as a going concern.

“Based on the Company's current financial position, and the Company's forecasted future cash flows for twelve months beyond the date of issuance of these financial statements, substantial doubt exists around the Company's ability to continue as a going concern for a reasonable period of time.”
View the 10-Q filed Aug 12, 2026
Market Cap
$15.37M
Shares
6.51M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 14
Total Value: $2,810,698
Total Shares: 1,190,976

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 14 13F filers · Δ vs Mar 31, 2026
Top Holder
68.9%
Dec 2024 → Jun 2026 · range 22.0% – 85.5%
+39.3 pts
Top 5
96.4%
Dec 2024 → Jun 2026 · range 77.4% – 99.9%
+18.6 pts
Top 10
100.0%
Dec 2024 → Jun 2026 · range 99.0% – 100.0%
+0.8 pts
HHI
5,097
Dec 2024 → Jun 2026 · range 1,426 – 7,364
Highly concentrated+3,424

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
5
Decreased
3
Sold Out
5
Unchanged
5
Holder count: -4
Institutional value: +187.0%
Shares held: +167.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
JANE STREET GROUP, LLC +183,504 213,198
MORGAN STANLEY +15,000 15,001
GSA CAPITAL PARTNERS LLP +12,653 37,846
Caitong International Asset Management Co., Ltd +1,579 1,797
SBI Securities Co., Ltd. +40 85

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
UBS Group AG −26,093 5,146
GEODE CAPITAL MANAGEMENT, LLC −14,405 33,001
Tower Research Capital LLC (TRC) −863 1,553

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
AWM Investment Company, Inc. 820,000 $1,935,200

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
HRT FINANCIAL LP 131,721 $289,786
RENAISSANCE TECHNOLOGIES LLC 92,515 $203,533
TWO SIGMA SECURITIES, LLC 11,785 $25,927
CITIGROUP INC 8,779 $19,313
Federation des caisses Desjardins du Quebec 850 $1,870
Filter: New 1 Increased 5 Reduced 3 Sold out 5 Unchanged 5
Showing 14 of 14
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
AWM Investment Company, Inc. $1,935,200 68.85% 820,000
JANE STREET GROUP, LLC $503,147 17.90% 213,198
VANGUARD CAPITAL MANAGEMENT LLC $102,610 3.65% 43,479
GSA CAPITAL PARTNERS LLP $89,316 3.18% 37,846
GEODE CAPITAL MANAGEMENT, LLC $77,882 2.77% 33,001
VANGUARD FIDUCIARY TRUST CO $46,756 1.66% 19,812
MORGAN STANLEY $35,402 1.26% 15,001
UBS Group AG $12,144 0.43% 5,146
Caitong International Asset Management Co., Ltd $4,240 0.15% 1,797
Tower Research Capital LLC (TRC) $3,665 0.13% 1,553
SBI Securities Co., Ltd. $200 0.01% 85
Allworth Financial LP $118 0.00% 50
OSAIC HOLDINGS, INC. $16 0.00% 7
BlackRock, Inc. $2 0.00% 1
Key facts CIK 22701 CUSIP 72303P503 13F (30d) 10 filings 10 filers Visit website Investor relations