Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership127,148 shares
Latest Disclosed Value $ 1,724,127
EP Wealth Advisors, Inc. reports 4.78% increase in ownership of RUN / Sunrun Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 127,148 shares of Sunrun Inc. (MX:RUN) valued at $1,724,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 121,352 shares of Sunrun Inc.. This represents a change in shares of 4.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SUNRUN COM 86771W105 127,148 5,796 4.78 1,724 -22.76 0.0085
2026-02-18 2025-12-31 13F SUNRUN COM 86771W105 121,352 -8,457 -6.51 2,233 110.37 0.0116
2025-08-14 2025-06-30 13F Sunrun COM 86771W105 129,809 7,737 6.34 1,062 48.39 0.0070
2025-05-15 2025-03-31 13F SUNRUN COM 86771W105 122,072 9,232 8.18 715 -31.45 0.0057
2025-02-14 2024-12-31 13F SUNRUN COM 86771W105 112,840 2,767 2.51 1,044 -47.51 0.0085
2024-11-15 2024-09-30 13F SUNRUN COM 86771W105 110,073 3,388 3.18 1,988 57.08 0.0171
2024-08-19 2024-06-30 13F Sunrun COM 86771W105 106,685 90,056 541.56 1,265 477.63 0.0134
2024-05-14 2024-03-31 13F SUNRUN COM 86771W105 16,629 -4,735 -22.16 219 -47.73 0.0026
2024-02-28 2023-12-31 13F Sunrun COM 86771W105 21,364 3,624 20.43 419 88.74 0.0053
2023-11-24 2023-09-30 13F SUNRUN COM 86771W105 17,740 7,740 77.40 223 -19.86 0.0035
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 10,000 -438,800 -97.77 278 -99.37 0.0040
2023-06-05 2023-03-31 13F SUNRUN COM 86771W105 448,800 439,078 4,516.33 43,951 18,762.66 0.7559
2023-06-12 2022-12-31 13F SUNRUN COM 86771W105 9,722 9,722 234 0.0042
2022-08-11 2022-06-30 13F SUNRUN COM 86771W105 0 -6,601 -100.00 0 -100.00
2022-05-20 2022-03-31 13F SUNRUN COM 86771W105 6,601 6,601 200 0.0044
2022-02-17 2021-12-31 13F SUNRUN COM 86771W105 0 -4,803 -100.00 0 -100.00
2021-11-23 2021-09-30 13F/A-1 SUNRUN COM 86771W105 4,803 4,803 211 0.0058
2021-11-16 2021-09-30 13F SUNRUN COM 86771W105 12,292 12,292 211 0.0058
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.