SUNation Energy
SUNE on Nasdaq. Market value $15m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 14 funds in all.
Largest holders overall
- AWM Investment Company$2mNew
- Jane Street Group$503,147Added
- Vanguard Capital Management$102,610
- GSA Capital Partners LLP$89,000Added
- Geode Capital Management$77,882Cut
- Vanguard Fiduciary Trust$46,756
- Morgan Stanley$35,402Added
- UBS Group AG$12,145Cut
- Caitong International Asset Management$4,241Added
- Tower Research Capital LLC (TRC)$3,665Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- AWM Investment Company, Inc.Passive investor19.9%Since 8 July 2026
- Scott MaskinInsider or founder16.6%Since 14 April 2026
What they said
On November 9, 2022, the Issuer acquired all of the issued and outstanding equity of SUNation Solar Systems, Inc. and five of its affiliated entities ("SUNation"), directly or indirectly from SUNation's owners, which included the Reporting Person. The Reporting Person received…
Read the filing - Bigger MichaelPassive investorat least 9.8%(filed with 6 related holders)Since 27 February 2025
- Pinnacle Family Office Investments, L.P.Passive investorat least 9.6%(filed with 1 related holder)Since 9 June 2026
- Ayrton Capital LLCPassive investorat least 8.8%(filed with 2 related holders)Since 30 June 2026
- JANE STREET GROUP, LLCPassive investorat least 5.1%(filed with 2 related holders)Since 26 June 2026
- Jeffrey J. ConroyPassive investorSold down below 5%Since 4 December 2024
What they said
The 54,400 Ordinary Shares reported in this Schedule 13D/A were acquired for investment purposes in the ordinary course of business of the Reporting Person. The Reporting Person acquired beneficial ownership of the Ordinary Shares in the belief that the shares represented an…
Read the filing - L1 Capital Global Opportunities Master Fund, Ltd.Passive investorSold down below 5%Since 31 March 2025
- Danske Bank A/SPassive investorSold down below 5%Since 16 April 2025
What they said
Danke Bank intends to review its investment in the Issuer on a regular basis and, as a result thereof, may at any time or from time to time determine, either alone or as part of a group, (a) to acquire additional securities of the Issuer, through open market purchases, privately…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
AWM Investment Company, Inc. Passive investor | 19.9% | 8 July 2026 | |
Scott Maskin Insider or founder | 16.6% | 14 April 2026 | What they saidOn November 9, 2022, the Issuer acquired all of the issued and outstanding equity of SUNation Solar Systems, Inc. and five of its affiliated entities ("SUNation"), directly or indirectly from SUNation's owners, which included the Reporting Person. The Reporting Person received… Read the filing |
Bigger Michael Passive investor | at least 9.8% (filed with 6 related holders) | 27 February 2025 | |
Pinnacle Family Office Investments, L.P. Passive investor | at least 9.6% (filed with 1 related holder) | 9 June 2026 | |
Ayrton Capital LLC Passive investor | at least 8.8% (filed with 2 related holders) | 30 June 2026 | |
JANE STREET GROUP, LLC Passive investor | at least 5.1% (filed with 2 related holders) | 26 June 2026 | |
Jeffrey J. Conroy Passive investor | Sold down below 5% | 4 December 2024 | What they saidThe 54,400 Ordinary Shares reported in this Schedule 13D/A were acquired for investment purposes in the ordinary course of business of the Reporting Person. The Reporting Person acquired beneficial ownership of the Ordinary Shares in the belief that the shares represented an… Read the filing |
L1 Capital Global Opportunities Master Fund, Ltd. Passive investor | Sold down below 5% | 31 March 2025 | |
Danske Bank A/S Passive investor | Sold down below 5% | 16 April 2025 | What they saidDanke Bank intends to review its investment in the Issuer on a regular basis and, as a result thereof, may at any time or from time to time determine, either alone or as part of a group, (a) to acquire additional securities of the Issuer, through open market purchases, privately… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $1m of shares on the open market.
- Brennan James RobertChief Financial OfficerBought
- Date
- 14 April 2026
- Shares
- 123,254
- Price
- $1.77
- Value
- $218,160
- Maskin ScottChief Executive Officer, DirectorBought
- Date
- 14 April 2026
- Shares
- 554,712
- Price
- $1.77
- Value
- $981,840
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 14 April 2026 | Brennan James Robert Chief Financial Officer | Bought | 123,254 | $1.77 | $218,160 |
| 14 April 2026 | Maskin Scott Chief Executive Officer, Director | Bought | 554,712 | $1.77 | $981,840 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.