Energy Opportunities Capital Management’s Sunrun RUN Stock Holding History

Energy Opportunities Capital Management’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,045	Closed	-$242K	–	48
2021 Q4	$242K	Hold	7,045	–	–	0.72%	39
2021 Q3	$310K	Hold	7,045	–	–	0.8%	36
2021 Q2	$393K	Sell	7,045 -11,370	-62%	-$549K	1%	37
2021 Q1	$1.11M	Hold	18,415	–	–	2.81%	19
2020 Q4	$1.28M	Buy	18,415 +580	+3%	+$36K	3.43%	12
2020 Q3	$1.38M	Buy	+17,835	New	+$840K	5.01%	6

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Energy Opportunities Capital Management's RUN Position: Q1 2022 in Review

Energy Opportunities Capital Management sold out of Sunrun (RUN) in Q1 2022, closing a stake of 7,045 shares — an estimated $242K sold.

Energy Opportunities Capital Management first reported a position in RUN in Q3 2020 and held it in 6 quarters. The position peaked at $1.38M in Q3 2020. 455 funds tracked by Wall St. Rank hold RUN as of Q1 2022.

Energy Opportunities Capital Management reported no remaining Sunrun position as of Q1 2022 after selling out during the quarter.
Energy Opportunities Capital Management sold 7,045 Sunrun shares in Q1 2022, an estimated $242K.
Energy Opportunities Capital Management first reported a position in Sunrun in Q3 2020 and held it in 6 quarters.
Energy Opportunities Capital Management's Sunrun position peaked at $1.38M in Q3 2020.
455 funds tracked by Wall St. Rank held Sunrun as of Q1 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q1 2022, filed 13 May 2022.