SCP Investment’s Sunrun RUN Stock Holding History

SCP Investment’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
2026 Q2	$269K	Buy	+20,088	New	+$271K	0.25%	44
2025 Q1	–	Sell	-14,800	Closed	-$137K	–	56
2024 Q4	$137K	Buy	+14,800	New	+$184K	0.1%	43
2024 Q3	–	Sell	-70,800	Closed	-$840K	–	57
2024 Q2	$840K	Buy	70,800 +51,200	+261%	+$627K	0.53%	18
2024 Q1	$258K	Buy	19,600 +6,800	+53%	+$93.5K	0.16%	42
2023 Q4	$227K	Hold	12,800	–	–	0.17%	44
2023 Q3	$161K	Buy	+12,800	New	+$210K	0.12%	42
2022 Q3	–	Sell	-11,600	Closed	-$271K	–	33
2022 Q2	$271K	Buy	+11,600	New	+$279K	0.25%	16
2021 Q4	–	Sell	-6,800	Closed	-$299K	–	35
2021 Q3	$299K	Sell	6,800 -500	-7%	-$23.9K	0.08%	21
2021 Q2	$407K	Buy	7,300 +3,500	+92%	+$169K	0.12%	13
2021 Q1	$230K	Buy	+3,800	New	+$264K	0.07%	18

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

SCP Investment's RUN Position: Q2 2026 in Review

SCP Investment opened a new position in Sunrun (RUN) in Q2 2026: 20,088 shares worth $269K. The stake represents 0.25% of the portfolio and ranks #44 among its holdings. This is a return to the name: SCP Investment previously reported a position in RUN as recently as Q4 2024.

SCP Investment first reported a position in RUN in Q1 2021 and has held it in 10 quarters since. The position peaked at $840K in Q2 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

SCP Investment held 20,088 shares of Sunrun worth $269K as of Q2 2026.
Sunrun was a new SCP Investment position in Q2 2026.
Sunrun made up 0.25% of SCP Investment's portfolio in Q2 2026, its #44 holding.
SCP Investment first reported a position in Sunrun in Q1 2021 and has held it in 10 quarters since.
SCP Investment's Sunrun position peaked at $840K in Q2 2024.
397 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on SCP Investment's 13F filing for Q2 2026, filed 7 Aug 2026.