VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesMarketEarningsCompareWatchlistInsider
SUNESUNation Energy Inc.
$2.74$9M
Research
Overview
Valuation
ValuationTargetsPrice
Financials
RevenueEarningsP/ERatiosDividend
Ownership
Holders
Tools
Total ReturnDCA Calculator
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

Follow VCP Scanner on XFollow VCP Scanner on LinkedIn
© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
HomeStocksSUNEInstitutional Holders

SUNE logoSUNation Energy Inc. (SUNE) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership increased this quarter (+5.92 pp), though top 10 holders maintain a highly concentrated 99.8% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
7.7%$635K total value · ▲ +5.92 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
79 / 100
Bullish
Institutions & Flow18 holders+7 net flow (+10 / -3)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+7)
  • Marquee funds including Renaissance Technologies Llc and Jane Street Group, Llc maintain significant positions
  • Top 10 holders control 99.8% of institutional value
  • Insiders Buying

Top Institutional Holders of SUNE

Ranked by reported Q1 2026 13F market value

Top 10 Holders
99.8%
Top 25 Holders
100.0%

Share of total reported institutional value in SUNE held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1RENAISSANCE TECHNOLOGIES LLC93K$204K—2.776%0.00%
2GEODE CAPITAL MANAGEMENT, LLC47K$104K+68.3%1.422%0.00%
3VANGUARD CAPITAL MANAGEMENT LLC43K$96K—1.305%0.00%
4UBS Group AG31K$69K+716.9%0.937%0.00%
5JANE STREET GROUP, LLC30K$65K—0.891%0.00%
6VANGUARD FIDUCIARY TRUST CO20K$44K—0.595%0.00%
7TWO SIGMA SECURITIES, LLC12K$26K—0.354%0.00%
8CITIGROUP INC9K$19K—0.263%0.00%
9Tower Research Capital LLC (TRC)2K$5K-3.8%0.072%0.00%
10Federation des caisses Desjardins du Quebec850$2K—0.026%0.00%
11Caitong International Asset Management Co., Ltd218$480—0.006%0.00%
12HRT FINANCIAL LP132K$289—3.952%0.00%
13Allworth Financial LP50$110—0.002%0.00%
14SBI Securities Co., Ltd.45$99+50.0%0.001%0.00%
15GSA CAPITAL PARTNERS LLP25K$55+67.6%0.756%0.00%
16ADVISOR GROUP HOLDINGS, INC.7$150.0%0.000%0.00%
17BlackRock, Inc.1$20.0%0.000%0.00%
18MORGAN STANLEY1$20.0%0.000%0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SUNE — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in SUNE during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers10Added To8Trimmed0Exited3
  • GEODE CAPITAL MANAGEMENT, LLC$104K
  • UBS Group AG$69K
  • Tower Research Capital LLC (TRC)$5K
  • SBI Securities Co., Ltd.$99
  • GSA CAPITAL PARTNERS LLP$55
  • ADVISOR GROUP HOLDINGS, INC.$15
  • MORGAN STANLEY$2
  • BlackRock, Inc.$2

SUNE Institutional Ownership by Quarter

6 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 202618+64%7.68%+5.92 pp$1M+336%
Q4 20251115%1.76%0.38 pp$0M17%
Q3 202513+8.3%2.14%3.12 pp$0M59%
Q2 20251229%5.26%+4.88 pp$0M+1297%
Q1 202517+55%0.38%0.58 pp$0M61%
Q4 202411—0.96%—$0M—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Recent Insider Activity in SUNE

Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.

DateInsiderActionSharesPriceValue
Apr 14, 2026Brennan James Robert Buy123K$1.77$218K

SUNE — Frequently Asked Questions

Quick answers to the most common questions about buying SUNE stock.

What percentage of SUNE is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of SUNation Energy Inc. stands at 7.7%, held across 18 reporting institutions.

Who is the largest institutional holder of SUNE?

RENAISSANCE TECHNOLOGIES LLC is the largest reported institutional holder of SUNE, with approximately 92,515 shares worth $0.00B as of Q1 2026.

Is SUNE a hedge fund favorite?

Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SUNE, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, TWO SIGMA SECURITIES, LLC.

What is SUNE's Smart Money Score?

Our composite Smart Money Score for SUNE is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought SUNE this quarter?

10 institutions opened new positions in SUNE during Q1 2026, while 3 fully exited. 8 added to existing positions and 0 trimmed.

How is institutional ownership of SUNE changing?

SUNE institutional ownership rose by 5.92 percentage points quarter-over-quarter, with a net change of +7 holders.

How concentrated is SUNE ownership among the top holders?

The top 10 institutions account for 99.8% of all reported 13F value in SUNE, and the top 25 account for 100.0%.

Where does this SUNE institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.