Sunrise New Energy Co., Ltd. - Ordinary shares (EPOW) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Equity / Ordinary shares
Symbol
EPOW on Nasdaq
Shares outstanding
38,674,033
Price per share
$0.82
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,214,961
Total reported value
$7,071,940
% of total 13F portfolios
0%
Share change
+7,200,685
Value change
+$7,052,455
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sunrise New Energy Co., Ltd. - Ordinary shares (EPOW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Yong Rong (HK) Asset Management Ltd 18% $8,120,000 7,000,000 Yong Rong (HK) Asset Management Ltd 20 Nov 2025

As of 31 Dec 2025, 8 institutional investors reported holding 7,214,961 shares of Sunrise New Energy Co., Ltd. - Ordinary shares (EPOW). This represents 19% of the company’s total 38,674,033 outstanding shares.

Top 9 Institutional Shareholders

The largest institutional shareholders of Sunrise New Energy Co., Ltd. - Ordinary shares (EPOW) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Yong Rong (HK) Asset Management Ltd 18% 7,000,000 2.1% $6,861,000
TWO SIGMA INVESTMENTS, LP 0.17% 67,304 0% $65,965
CITADEL ADVISORS LLC 0.16% 63,175 0% $61,918
XTX Topco Ltd 0.08% 29,799 0% $29,206
JANE STREET GROUP, LLC 0.04% 15,660 0% $15,348
Merit Financial Group, LLC 0.04% 13,781 0% $13,507
UBS Group AG 0.03% 13,262 +2579% 0% $12,996
Virtu Financial LLC 0.03% 11,980 0% $12,000
COMMONWEALTH EQUITY SERVICES, LLC 0% 0 -100% $0

Institutional Holders of Sunrise New Energy Co., Ltd. - Ordinary shares (EPOW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,214,961 $7,071,940 +$7,052,455 $0.98 8
2025 Q3 14,276 $19,693 -$15,218 $1.39 2
2025 Q2 31,204 $27,761 -$16,557 $0.89 2
2025 Q1 49,237 $49,329 +$9,842 $1.00 3
2024 Q4 41,280 $35,459 -$63,366 $0.86 4
2024 Q3 110,905 $115,662 -$39,741 $1.04 4
2024 Q2 189,593 $151,261 +$129,931 $0.80 3
2024 Q1 25,612 $23,330 +$19,177 $0.91 2
2023 Q4 3,865 $4,153 +$345 $1.06 2
2023 Q3 3,453 $6,595 -$1,248 $1.91 2
2023 Q2 4,106 $10,922 -$45,828 $2.66 1
2023 Q1 20,196 $56,750 -$70,687 $2.81 3
2022 Q4 46,077 $126,067 +$82,704 $2.73 4
2022 Q3 15,884 $50,000 +$45,000 $3.15 1
2022 Q2 2,420 $5,000 -$7,936 $2.07 1
2022 Q1 6,203 $12,000 -$50,379 $2.13 2
2021 Q4 44,642 $52,000 +$14,179 $1.16 3
2021 Q3 29,037 $67,000 +$50,794 $2.35 3
2021 Q2 6,892 $26,000 -$108,166 $3.74 2
2021 Q1 36,640 $133,000 +$133,000 $3.67 3