Who Owns SUNation Energy Stock?
NASDAQ: SUNETechnologySolarUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 24.48%
- Held by insiders
- 20.01%
- Institutional holders
- 18
- Institutions 24.5%
- Insiders 20.0%
- Public and other 55.5%
Who owns SUNation Energy stock?
Institutional investors own about 24.5% of SUNation Energy's shares, spread across 18 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 20.01% of SUNE.
The largest institutional holders are AWM Investment Company, Inc. (12.59%), Jane Street Group, LLC (3.27%) and Vanguard Capital Management LLC (0.67%). Together, the top 10 institutions control 18.3% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SUNE positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SUNE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| AWM Investment Company, Inc. | 820.00K | 12.59% | +100.0% |
| Jane Street Group, LLC | 213.20K | 3.27% | +618.0% |
| Vanguard Capital Management LLC | 43.48K | 0.67% | 0.0% |
| GSA Capital Partners LLP | 37.85K | 0.58% | +50.2% |
| Geode Capital Management, LLC | 33.00K | 0.51% | -30.4% |
| Vanguard Fiduciary Trust Co | 19.81K | 0.30% | 0.0% |
| Morgan Stanley | 15.00K | 0.23% | +1500000.0% |
| UBS Group AG | 5.15K | 0.08% | -83.5% |
| Caitong International Asset Management Co., Ltd | 1.80K | 0.03% | +724.3% |
| Tower Research Capital LLC (TRC) | 1.55K | 0.02% | -35.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SUNE
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 43.48K | 0.67% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 12.97K | 0.20% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 7.55K | 0.12% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 5.19K | 0.08% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 4.74K | 0.07% |
| Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF | 4.38K | 0.07% |
Frequently asked questions
Who is the largest shareholder of SUNation Energy?
AWM Investment Company, Inc. is the largest institutional shareholder of SUNE, owning 12.59% of shares outstanding (820.00K shares) as of its latest 13F filing.
What percentage of SUNation Energy is owned by institutions?
Institutions own about 24.5% of SUNE shares and 30.6% of the public float.
How much of SUNation Energy do insiders own?
Insiders, such as officers and directors, own about 20.01% of SUNE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.