Geopolitics Alpha

Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest

Published . Updated .

Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest Yahoo Finance

Directly affected

  • RUN Sunrun

    Named in this report.

  • NDAQ Nasdaq

    Named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RUN———————
NDAQ———————
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
OXY-4.58%-1.39%—+0.85%+0.47%-0.75%+2.06%
COP-5.98%-2.44%—+2.44%+3.47%+3.03%+6.51%
VLO———————
MPC-5.88%+0.92%—+3.86%+5.51%+3.72%+4.08%
XOP———————
XLE———————
USO———————
OIH+0.75%-0.38%—+0.51%-1.62%-3.10%-1.60%

Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest Yahoo Finance

Source: Yahoo Finance

Price since this story was published: Enlight Renewable Energy (ENLT)

Since the first closing price after “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest,” Enlight Renewable Energy (ENLT) is -1.86%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.47% difference versus the market.

CompanyWhenMoveStatus
COPthat day+2.44%final price
COPthe next day+3.47%final price
COPtwo days later+3.03%final price
COPthree days later+6.51%final price
COPthree days earlier-2.44%final price
COPfive days earlier-5.98%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
MPCthat day+3.86%final price
MPCthe next day+5.51%final price
MPCtwo days later+3.72%final price
MPCthree days later+4.08%final price
MPCthree days earlier+0.92%final price
MPCfive days earlier-5.88%final price
OIHthat day+0.51%final price
OIHthe next day-1.62%final price
OIHtwo days later-3.10%final price
OIHthree days later-1.60%final price
OIHthree days earlier-0.38%final price
OIHfive days earlier+0.75%final price
OXYthat day+0.85%final price
OXYthe next day+0.47%final price
OXYtwo days later-0.75%final price
OXYthree days later+2.06%final price
OXYthree days earlier-1.39%final price
OXYfive days earlier-4.58%final price
ENLT
SPY

Disclosure records for Enlight Renewable Energy (ENLT) within two months of 13 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Enlight Renewable Energy (ENLT)

Companies carried with this story

  • ENLT Enlight Renewable Energy

    In “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest,” Enlight Renewable Energy (ENLT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ENLT as a RELATED security because its canonical security name directly matches this event's themes: renewable, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BALQ Ishares Nasdaq Premium Income Active Etf

    Ishares Nasdaq Premium Income Active Etf (BALQ) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest.” Reason on file: GA selected BALQ as a RELATED security because its canonical security name directly matches this event's themes: nasdaq. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMG Brookstone Growth Stock Etf

    For “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    For “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FAN First Trust Global Wind Energy Etf

    For “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest,” First Trust Global Wind Energy Etf (FAN) is linked, with no stored direction, medium confidence. Reason on file: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BEP Brookfield Renewable Partners L.P

    Brookfield Renewable Partners L.P (BEP) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest.” Reason on file: GA selected BEP as a RELATED security because its canonical security name directly matches this event's themes: renewable, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Enlight Renewable Energy (ENLT)

“Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest” (13 Oct 2026) reaches Enlight Renewable Energy (ENLT) through this story.

For Enlight Renewable Energy (ENLT), the reason on file says GA selected ENLT as a RELATED security because its canonical security name directly matches this event's themes: renewable, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Ishares Nasdaq Premium Income Active Etf (BALQ), is listed for a different reason: GA selected BALQ as a RELATED security because its canonical security name directly matches this event's themes: nasdaq. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Enlight Renewable Energy (ENLT)

BALQ traded between 54.47 and 58.47 across 20 sessions. The latest close on file is 55.30. BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. ENLT traded between 64.57 and 76.05 across 19 sessions. The latest close on file is 67.92.

A simple score for Enlight Renewable Energy (ENLT)

46 out of 100

“Renewable Energy Stocks Q2 Teardown: Sunrun (NASDAQ:RUN) Vs The Rest” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.