Sunrun Inc.
US ˙ NasdaqGS ˙ US86771W1053

SecurityRUN / Sunrun Inc.
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership21,438 shares
Latest Disclosed Value $ 290,699
Northwestern Mutual Wealth Management Co reports 11.74% increase in ownership of RUN / Sunrun Inc.

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 21,438 shares of Sunrun Inc. (US:RUN) valued at $290,699 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 19,185 shares of Sunrun Inc.. This represents a change in shares of 11.74% during the quarter. The current value of the position is $286,304 USD.

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)
2026-05-07 2026-03-31 13F SUNRUN COM 86771W105 21,438 2,253 11.74 291 -17.85 0.0002
2026-02-10 2025-12-31 13F/A-1 SUNRUN COM 86771W105 19,185 3,750 24.30 353 32.71 0.0002
2026-02-05 2025-12-31 13F SUNRUN COM 86771W105 1,171 -14,264 51 0.0000
2025-11-14 2025-09-30 13F SUNRUN COM 86771W105 15,435 58 0.38 267 112.80 0.0002
2025-08-13 2025-06-30 13F SUNRUN COM 86771W105 15,377 -4 -0.03 126 38.89 0.0001
2025-05-14 2025-03-31 13F SUNRUN COM 86771W105 15,381 -64 -0.41 90 -36.62 0.0001
2025-02-11 2024-12-31 13F SUNRUN COM 86771W105 15,445 465 3.10 143 -47.41 0.0001
2024-11-12 2024-09-30 13F SUNRUN COM 86771W105 14,980 82 0.55 271 53.41 0.0002
2024-08-16 2024-06-30 13F SUNRUN COM 86771W105 14,898 -103 -0.69 177 -10.66 0.0002
2024-05-15 2024-03-31 13F SUNRUN COM 86771W105 15,001 1 0.01 198 -32.99 0.0002
2024-02-13 2023-12-31 13F SUNRUN COM 86771W105 15,000 33 0.22 294 57.22 0.0003
2023-11-14 2023-09-30 13F SUNRUN COM 86771W105 14,967 -15,167 -50.33 188 -65.24 0.0002
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 30,134 15,784 109.99 538 86.16 0.0007
2023-05-15 2023-03-31 13F SUNRUN COM 86771W105 14,350 -348 -2.37 289 -18.13 0.0004
2023-02-21 2022-12-31 13F SUNRUN COM 86771W105 14,698 -360 -2.39 353 -14.94 0.0005
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 15,058 -679 -4.31 415 12.77 0.0007
2022-08-04 2022-06-30 13F SUNRUN COM 86771W105 15,737 2 0.01 368 -22.85 0.0006
2022-05-09 2022-03-31 13F SUNRUN COM 86771W105 15,735 15,037 2,154.30 477 1,887.50 0.0008
2022-02-03 2021-12-31 13F SUNRUN COM 86771W105 698 469 204.80 24 140.00 0.0000
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 229 229 10 0.0000
2021-05-14 2021-03-31 13F SUNRUN COM 86771W105 0 -10 -100.00 0 -100.00
2021-02-12 2020-12-31 13F SUNRUN COM 86771W105 10 10 1 0.0000
2016-08-29 2016-06-30 13F SUNRUN COM 86771W105 0 -105 -100.00 0 -100.00
2016-05-16 2016-03-31 13F SUNRUN COM 86771W105 105 105 1 0.0000
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.