HolderBook

SUNATION ENERGY INC (SUNE)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

13
Reporting holders
$2.4M
Reported value
17.7%
Of shares outstanding
0.0%
Held as options
-3
Holder change

Institutions report 1,153,130 shares against 6,513,108 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
AWM Investment Company, Inc.$1.6M820,0000.14%newNEW
JANE STREET GROUP, LLC$503.1K213,1980.00%2q+618.0%+$433.1K
VANGUARD CAPITAL MANAGEMENT LLC$102.6K43,4790.00%2qHELD
GEODE CAPITAL MANAGEMENT, LLC$77.9K33,0010.00%4q-30.4%-$34.0K
VANGUARD FIDUCIARY TRUST CO$46.8K19,8120.00%2qHELD
MORGAN STANLEY$35.4K15,0010.00%5q+1500000.0%+$35.4K
UBS Group AG$12.1K5,1460.00%3q-83.5%-$61.6K
Caitong International Asset Management Co., Ltd$4.2K1,7970.00%2q+724.3%+$3.7K
Tower Research Capital LLC (TRC)$3.7K1,5530.00%5q-35.7%-$2.0K
SBI Securities Co., Ltd.$201850.00%6q+88.9%
Allworth Financial LP$118500.00%2qHELD
GSA CAPITAL PARTNERS LLP$8937,8460.01%3q+50.2%
OSAIC HOLDINGS, INC.$1570.00%5qHELD
BlackRock, Inc.$210.00%5qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313GAyrton Capital LLCwith 2 co-filers8.8%
2026-07-0813GAWM Investment Company, Inc.19.9%
2026-07-0213GJANE STREET GROUP, LLCwith 2 co-filers5.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202613$2.4M1,153,1301430.0%
Q1 202616$634.3K288,2977310.0%
Q4 202511$166.5K161,6853020.0%
Q3 202513$176.5K126,4924120.0%
Q2 202511$431.5K273,13010010.0%
Q1 202515$35.4K108,4627300.0%
Q4 202412$82.1K31,23210000.0%