
RUN-59.71%15.0%

NRG-41.87%14.0%

ALRM+5.15%13.0%

GNRC+28.14%11.0%

ITRI-30.00%10.0%

TSLA-14.80%9.0%

STEM-80.73%8.0%

ENPH-11.04%7.0%

LAND.SW-23.84%5.0%

CNA.LSE-11.89%4.0%

SHEL+38.20%4.0%
As of Oct 2, 2026, 9:55 PM ET
Distributed Energy '26: Virtual Power Plants & Demand Response Constituents
Sunrun Inc.RUN | 15.0% | 0.92% | -12.23% | -13.90% | 0.98% | -58.07% | -41.77% | 13.79% | -59.71% | -54.22% | -82.69% | $1.84B |
NRG Energy, Inc.NRG | 14.0% | -1.75% | -5.35% | -12.46% | 0.33% | -38.93% | -45.66% | -5.47% | -41.87% | 1.71% | 160.96% | $20.09B |
Alarm.com Holdings, Inc.ALRM | 13.0% | -0.33% | 3.39% | -2.81% | 0.18% | 7.72% | 14.86% | -1.42% | 5.15% | 4.63% | -31.28% | $2.70B |
Generac Holdings Inc.GNRC | 11.0% | 4.28% | 5.65% | 20.51% | 4.77% | 59.73% | -3.35% | 69.94% | 28.14% | 37.20% | -46.46% | $12.76B |
Itron, Inc.ITRI | 10.0% | 0.31% | -7.31% | -10.00% | 0.31% | -6.84% | -7.92% | -19.42% | -30.00% | -16.49% | 13.01% | $3.79B |
Tesla, Inc.TSLA | 9.0% | 4.65% | -1.96% | 4.05% | 4.90% | -17.40% | -7.72% | 31.37% | -14.80% | 53.99% | 43.41% | $1.46T |
Stem, Inc.STEM | 8.0% | 4.67% | 3.23% | -23.81% | 2.21% | -72.36% | -60.42% | -39.18% | -80.73% | -55.62% | -99.14% | $38.2M |
Enphase Energy, Inc.ENPH | 7.0% | 1.98% | -2.45% | -5.48% | 2.30% | 4.76% | -20.57% | -46.30% | -11.04% | -68.66% | -78.46% | $4.42B |
Landis+Gyr Group AGLAND.SW | 5.0% | 0.50% | 0.97% | 7.23% | 0.50% | -4.45% | -9.63% | 6.58% | -23.84% | -30.06% | 9.13% | $1.72B |
Centrica plcCNA.LSE | 4.0% | 1.22% | -1.98% | -2.71% | 1.22% | -12.39% | -25.49% | 4.92% | -11.89% | 35.85% | 183.97% | $8.94B |
Shell plcSHEL | 4.0% | 0.65% | 1.80% | 3.04% | 0.02% | 33.71% | 16.56% | 39.23% | 38.20% | 52.02% | 157.40% | $268.30B |
| Theme return | — | 1.38% | -2.30% | -4.63% | 1.54% | -15.05% | -18.42% | 28.42% | -22.16% | 19.70% | 9.42% | — |
| Average | 9.1% | 1.55% | -1.48% | -3.30% | 1.61% | -9.50% | -17.37% | 4.91% | -18.40% | -3.60% | 20.90% | $162.57B |
| Median | 9.0% | 0.92% | -1.96% | -2.81% | 0.98% | -6.84% | -9.63% | 4.92% | -14.80% | 1.71% | 9.13% | $4.42B |
| Std Dev | 3.7% | 2.03% | 5.04% | 11.44% | 1.69% | 36.23% | 23.27% | 32.33% | 33.49% | 42.74% | 99.01% | $418.25B |
| Min | 4.0% | -1.75% | -12.23% | -23.81% | 0.02% | -72.36% | -60.42% | -46.30% | -80.73% | -68.66% | -99.14% | $38.2M |
| Max | 15.0% | 4.67% | 5.65% | 20.51% | 4.90% | 59.73% | 16.56% | 69.94% | 38.20% | 53.99% | 183.97% | $1.46T |
| % Positive Tickers | 81.82% | 45.45% | 36.36% | 100.00% | 36.36% | 18.18% | 54.55% | 27.27% | 54.55% | 54.55% |