Surge EnergySGYEF
13F holders, Q1 2026 (March 31)2holders
1new positions
0sold out
$6.62avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Surge Energy Inc. (SGYEF) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Wellington-Altus USA Inc. ($13K) and Ascentis Independent Advisors ($10K).
- Company
- Surge Energy Inc.
- CUSIP
- 86880Y877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,500 shares bought, net +1,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wellington-Altus USA Inc. | 0.01% | No change | 2,000 | $13K |
| Ascentis Independent Advisors | 0.00% | New | 1,500 | $10K |
"% of holder's portfolio" is SGYEF's weight in each manager's 13F, not the share of Surge Energy Inc. the manager owns.