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 $48B.
The largest by market cap are First Solar (FSLR) at $21B, Nextpower Inc. Common Stock (NXT) at $15B and Enphase Energy (ENPH) at $3.83B.
Among institutional investors, First Solar (FSLR) drew the most net new fund positions in Q2 2026: 158 funds opened new positions, taking total fund holders up 39 (4%) quarter-over-quarter.
- Combined market cap: $48B across 21 stocks.
- Largest constituent: First Solar (FSLR), $21B market cap.
- Most net new fund positions in Q2 2026: First Solar (FSLR), +39 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.