undamentalytics Newsletter

Sunation Energy, Inc.: which funds bought and sold

Institutions that bought and sold Sunation Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 6 institutions that filed 13F reports for both quarters added to or opened positions in Sunation Energy, and 8 cut or closed them. Together they added a net 746K shares, +167.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 93K shares (−100.0%); index fund managers were net sellers of 14K shares (−13.0%). 1 opened a new position and 5 sold out entirely.

Bought, Q2 2026 6 institutions, 1 of them new holders Sold, Q2 2026 8 institutions, 5 of them sold out
Net change, all compared +746K shares (+167.5%)
Net change, active managers −93K shares (−100.0%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 19
Active managers and hedge funds 0 bought · 1 sold · −93K
Index fund managers 0 bought · 1 sold · −14K
Other institutions 6 bought · 6 sold · +853K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Awm Investment Company, Inc. +820K New position 820K $1.6M
Jane Street Group, LLC +184K +618.0% 213K $503,147
Morgan Stanley +15K +1500000.0% 15K $35,402
Gsa Capital Partners LLP +13K +50.2% 38K $89,000
Caitong International Asset Management Co., Ltd +1,579 +724.3% 1,797 $4,241
Sbi Securities Co., Ltd. +40 +88.9% 85 $201

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
HRT Financial LP −132K Sold out 0 —
Renaissance Technologies LLC Hedge fund −93K Sold out 0 —
UBS Group AG −26K −83.5% 5,146 $12,145
Geode Capital Management, LLC Index funds −14K −30.4% 33K $77,882
Two Sigma Securities, LLC −12K Sold out 0 —
Citigroup Inc −8,779 Sold out 0 —
Tower Research Capital LLC (TRC) −863 −35.7% 1,553 $3,665
Federation Des Caisses Desjardins Du Quebec −850 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Awm Investment Company, Inc. 820K $1.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 132K $289,000
Renaissance Technologies LLCHedge fund 93K $203,533
Two Sigma Securities, LLC 12K $25,927
Citigroup Inc 8,779 $19,314
Federation Des Caisses Desjardins Du Quebec 850 $1,870

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
14
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
8.1%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 1 −93K −100.0%
Index fund managers 0 1 0 0 −14K −13.0%
Other institutions 6 6 1 4 +853K +352.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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