Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNATION ENERGY INC (SUNE)

18 + Investors. Track Smart Money conviction in SUNE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
74%

Smart Money Signals — SUNE

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SUNE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 7% of 3.0Y high

7% of all-time peak
Only 18 funds hold SUNE today versus a peak of 253 funds at 2015 Q4 — just 7% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +1700% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+1700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

14 buying5 selling
Last quarter: 14 funds were net buyers (10 opened a brand new position + 4 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SUNE position: 9 → 5 → 4 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 39% new

33% conviction (2yr+) 28% medium 39% new
Of the 18 current holders: 6 (33%) held >2 years, 5 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +409% but shares only +152% — price-driven

Value
+408%
Shares
+151%
Last quarter: the total dollar value of institutional holdings rose +409%, but actual share count only changed +152%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~10 new funds/quarter

1 → 9 → 5 → 4 → 10 new funds/Q
New funds entering each quarter: 9 → 5 → 4 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 0% 1-2yr 39% new
Of 18 current holders: 11 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
5 of 18 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SUNE

In 2026 Q1, 14 hedge funds were net buyers of SUNE (10 opened a new position, 4 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in SUNE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 18.

Hedge Fund Ownership: SUNE

How many hedge funds hold SUNE — quarterly history vs. share price
Quarterly hedge fund ownership of SUNE vs. share price

Market Analysis: SUNE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUNE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SUNATION ENERGY INC (SUNE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SUNE has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 55d ago
SUNE
-40.7%
XLK
+35.7%

SUNE outperformed XLK by -76.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
SUNE
-25.5%
XLK
+2.3%

Since the filing became public, SUNE outperformed XLK by -27.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SUNE
18 + Investors

Track Smart Money conviction in SUNE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 12 50.0%
13F Shares 445K 177K 151.93%
Total Value $923K $182K 408.62%
New Positions 10 4 +6
Increased Positions 4 0 +4
Closed Positions 4 5 -1
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUNE

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Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUNE. Verified SEC 13F-HR filings.

QUARTER:
Top 17 institutional holders of SUNE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GSA CAPITAL PARTNERS LLP 0.00% 25,193
2 TWO SIGMA SECURITIES, LLC 0.00% 11,785 $26K
3 HRT FINANCIAL LP 0.00% 131,721 $289K
4 RENAISSANCE TECHNOLOGIES LLC 0.00% 92,515 $204K
5 Tower Research Capital LLC (TRC) 0.00% 2,416 $5K
6 Caitong International Asset Management Co., Ltd 0.00% 218
7 VANGUARD FIDUCIARY TRUST CO 0.00% 19,812 $44K
8 UBS Group AG 0.00% 31,239 $69K
9 JANE STREET GROUP, LLC 0.00% 29,694 $65K
10 CITIGROUP INC 0.00% 8,779 $19K
11 Federation des caisses Desjardins du Quebec 0.00% 850 $2K
12 SBI Securities Co., Ltd. 0.00% 45
13 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 43,479 $96K
14 Allworth Financial LP 0.00% 50
15 OSAIC HOLDINGS, INC. 0.00% 7
16 MORGAN STANLEY 0.00% 1
17 BlackRock, Inc. 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUNATION ENERGY INC (SUNE)

What does the Smart Money Trend signal show for SUNE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SUNE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUNE?

More buyers than sellers — 74% buying: Last quarter: 14 funds were net buyers (10 opened a brand new position + 4 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUNE holders?

Strong quality — 28% AUM from major funds: 5 of 18 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUNE?

Mixed — 33% long-term, 39% new: Of the 18 current holders: 6 (33%) held >2 years, 5 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy SUNATION ENERGY INC (SUNE) following the 2026 Q1 hedge fund 13F filings?

As of today, SUNE has moved -25.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of -27.8%. Since the quarter end (March 31, 2026), SUNE has gained -40.7% vs +35.7% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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