Solar
Stocks Ranked by
Market Capitalization
Solar Stocks at a Glance
Solar companies design, make, and install solar power systems and components. Demand rides falling equipment costs, energy policy, and utility procurement cycles, while module pricing and interest rates — which set project economics — drive the sharp swings.
There are 21 Solar industry stocks tracked by Wall St. Rank, worth a combined $57.5B.
The largest by market cap are First Solar (FSLR) at $26.9B, Nextpower Inc (NXT) at $15.7B and Enphase Energy (ENPH) at $5.53B.
Among institutional investors, Nextpower Inc (NXT) drew the most net new fund positions in Q1 2026: 159 funds opened new positions, taking total fund holders up 93 (15%) quarter-over-quarter.
- Combined market cap: $57.5B across 21 stocks.
- Largest constituent: First Solar (FSLR), $26.9B market cap.
- Most net new fund positions in Q1 2026: Nextpower Inc (NXT), +93 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.