Creative Planning’s Sunrun RUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.13M Sell
378,268
-44,671
-11% -$744K ﹤0.01% 1177
2025
Q4
$7.78M Sell
422,939
-2,486
-0.6% -$47.7K 0.01% 730
2025
Q3
$7.36M Buy
425,425
+30,620
+8% +$410K 0.01% 696
2025
Q2
$3.23M Buy
394,805
+77,849
+25% +$612K ﹤0.01% 986
2025
Q1
$1.86M Buy
316,956
+49,932
+19% +$411K ﹤0.01% 1220
2024
Q4
$2.47M Sell
267,024
-23,235
-8% -$289K ﹤0.01% 1011
2024
Q3
$5.24M Buy
290,259
+784
+0.3% +$13.9K 0.01% 620
2024
Q2
$3.43M Buy
289,475
+25,062
+9% +$307K ﹤0.01% 765
2024
Q1
$3.48M Buy
264,413
+51,222
+24% +$704K ﹤0.01% 740
2023
Q4
$4.18M Sell
213,191
-2,423
-1% -$30.7K 0.01% 617
2023
Q3
$2.71M Buy
215,614
+9,068
+4% +$149K ﹤0.01% 727
2023
Q2
$3.69M Buy
206,546
+11,206
+6% +$208K ﹤0.01% 609
2023
Q1
$3.94M Buy
195,340
+7,938
+4% +$185K 0.01% 566
2022
Q4
$4.5M Sell
187,402
-400
-0.2% -$10.7K 0.01% 517
2022
Q3
$5.18M Buy
187,802
+1,021
+0.5% +$31.8K 0.01% 432
2022
Q2
$4.36M Buy
186,781
+155,860
+504% +$3.74M 0.01% 487
2022
Q1
$939K Buy
30,921
+20,367
+193% +$568K ﹤0.01% 1009
2021
Q4
$362K Sell
10,554
-2,067
-16% -$96.7K ﹤0.01% 1495
2021
Q3
$555K Buy
12,621
+4,542
+56% +$217K ﹤0.01% 1231
2021
Q2
$451K Sell
8,079
-1,524
-16% -$73.6K ﹤0.01% 1341
2021
Q1
$581K Sell
9,603
-6,277
-40% -$436K ﹤0.01% 1337
2020
Q4
$1.1M Buy
15,880
+928
+6% +$57.6K ﹤0.01% 901
2020
Q3
$1.15M Buy
+14,952
New +$704K ﹤0.01% 742
2020
Q2
Sell
-12,060
Closed -$122K 2116
2020
Q1
$122K Buy
+12,060
New +$198K ﹤0.01% 1492
2017
Q2
Sell
-150
Closed -$1K 4798
2017
Q1
$1K Hold
150
﹤0.01% 4492
2016
Q4
$1K Hold
150
﹤0.01% 4481
2016
Q3
$1K Sell
150
-1,000
-87% -$5.6K ﹤0.01% 4431
2016
Q2
$7K Buy
1,150
+850
+283% +$5.62K ﹤0.01% 3479
2016
Q1
$2K Sell
300
-100
-25% -$719 ﹤0.01% 3981
2015
Q4
$5K Sell
400
-700
-64% -$6.38K ﹤0.01% 3689
2015
Q3
$11K Buy
+1,100
New +$11.9K ﹤0.01% 3159

Other funds holding RUN

Creative Planning's RUN Position: Q1 2026 in Review

Creative Planning reduced its Sunrun (RUN) stake by 11% in Q1 2026, selling an estimated $744K and leaving 378,268 shares worth $5.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Creative Planning first reported a position in RUN in Q3 2015 and has held it in 31 quarters since. The position peaked at $7.78M in Q4 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Creative Planning held 378,268 shares of Sunrun worth $5.13M as of Q1 2026.
  • Creative Planning sold 44,671 Sunrun shares in Q1 2026, an estimated $744K.
  • Sunrun made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1177 holding.
  • Creative Planning first reported a position in Sunrun in Q3 2015 and has held it in 31 quarters since.
  • Creative Planning's Sunrun position peaked at $7.78M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.