Position in RUN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,960,397
+$236,271 QoQ
Shares Held
146,517
+15.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 394 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in RUN Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $2,221,790 across 2 Solar names. RUN ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RUN |
Sunrun Inc.
This page
|
146,517 | $1,960,397 | |
| 2 | NXT |
Nextpower Inc.
|
2,194 | $261,393 |
All Filings in RUN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,397 | 146,517 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,724,126 | 127,148 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,232,876 | 121,352 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,061,837 | 129,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $715,341 | 122,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,043,770 | 112,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,987,918 | 110,073 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,265,284 | 106,685 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $219,170 | 16,629 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $419,375 | 21,364 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $222,814 | 17,740 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $178,600 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,043,320 | 448,800 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $233,522 | 9,722 | Shares | Sole | 2023-06-12 | |
| 2022-03-31 | $200,472 | 6,601 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $211,332 | 4,803 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||