Renewable Energy Stocks
Top 10 of 37 RNRG holdings, updated
As of 12 October 2026, renewable energy stocks are trailing the S&P 500, over the past month and over the longer run. RNRG trails the S&P 500 by 7.5 points over one month and ranks #87 of 115 groups Zensei tracks. 3 of the 5 renewable energy stocks Zensei prices in RNRG beat the fund this month.
Where renewable energy stocks stand now
As of 12 October 2026, Renewable Energy Producers (RNRG) ranks #87 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is out of favor: it trails the S&P 500 on both rotation windows — 7.5 points behind over the past month and 5.0 points behind over the longer, time-shifted window. That is the Underperformers quadrant.
On the shorter tape, RNRG's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. RNRG's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X Renewable Energy Producers ETF, whose 37 tracked holdings are led by Axia Energia, Verbund AG and EDP Renewables SA. The thing to watch from here is the one-month spread: underperformers only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.
As of , these are the largest renewable energy stocks in RNRG by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top renewable energy stocks by fund weight
Ranked by largest share of RNRG
- 1Axia Energia6.5%
- 2Verbund AG6.3%
- 3EDP Renewables SA6.3%
- 4Orsted AS6.0%
- 5PT Barito Renewables Energy TBK5.9%
Best renewable energy stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Renew Energy Global PLCRNW+0.9%
- 2Clearway Energy IncCWEN−2.2%
- 3Ormat Technologies IncORA−3.4%
- 4Xplr Infrastructure LPXIFR−9.6%
- 5Sunrun IncRUN−11.3%
Renewable Energy Stocks vs the S&P 500
Over the week to 12 October 2026, RNRG fell 0.8% while the S&P 500 rose 0.4%. The table compares RNRG and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means RNRG won that window.
Prices as of · computed from daily adjusted closes · how we measure
Renewable Energy Producers on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are renewable energy stocks expensive?
Under half of the weight in RNRG has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.
RNRG holdings: the renewable energy stocks inside
This list covers all 37 renewable energy stocks in RNRG, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 3 of the 5 renewable energy stocks Zensei prices in RNRG beat the fund over the past month. 0 of them beat the S&P 500. The strongest is Renew Energy Global PLC (RNW); the weakest is Sunrun Inc (RUN). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | Axia Energia | 6.5% | — | — | No price data | ||
| 2 | Verbund AG | 6.3% | — | — | No price data | ||
| 3 | EDP Renewables SA | 6.3% | — | — | No price data | ||
| 4 | Orsted AS | 6.0% | — | — | No price data | ||
| 5 | PT Barito Renewables Energy TBK | 5.9% | — | — | No price data | ||
| 6 | Enlight Renewable Energy Ltd | 5.5% | — | — | No price data | ||
| 7 | Meridian Energy Ltd | 4.7% | — | — | No price data | ||
| 8 | ORAOrmat Technologies Inc | 4.7% | −3.4% | −14.1% | +2.1 pts | Weak | Broken |
| 9 | Brookfield Renewable Partners LP | 4.6% | — | — | No price data | ||
| 10 | Engie Brasil Energia SA | 4.4% | — | — | No price data | ||
All 37 RNRG holdings by weight: Axia Energia 6.5%, Verbund AG 6.3%, EDP Renewables SA 6.3%, Orsted AS 6.0%, PT Barito Renewables Energy TBK 5.9%, Enlight Renewable Energy Ltd 5.5%, Meridian Energy Ltd 4.7%, Ormat Technologies Inc (ORA) 4.7%, Brookfield Renewable Partners LP 4.6%, Engie Brasil Energia SA 4.4%, Mercury NZ Ltd 4.2%, Contact Energy Ltd 4.1%, China Power International Development Ltd 3.1%, Northland Power Inc 2.9%, Energix-Renewable Energies Ltd 2.8%, Clearway Energy Inc (CWEN) 2.8%, ERG SPA 2.8%, Drax Group PLC 2.5%, Grenergy Renovables SA 2.2%, Solaria Energia Y Medio Ambiente SA 1.9%, PT Pertamina Geothermal Energy TBK 1.8%, China Longyuan Power Group Corp Ltd 1.7%, Verbio SE 1.7%, Sunrun Inc (RUN) 1.6%, Birlesim Grup Enerji Yatirimlari AS 1.4%, Scatec ASA 1.2%, Renew Energy Global PLC (RNW) 1.2%, SK Eternix Co Ltd 1.0%, Xplr Infrastructure LP (XIFR) 0.8%, Mogan Enerji Yatirim Holding AS 0.8%, Xinyi Energy Holdings Ltd 0.6%, West Holdings Corp 0.5%, Energy Absolute PCL Units Non-Voting Depository Receipt 0.5%, Akfen Yenilenebilir Enerji AS 0.4%, Renova Inc 0.4%, IC Enterra Yenilenebilir Enerji AS 0.3%, China Datang Corp Renewable Power Co Ltd 0.3%.
Renewable Energy Stocks: common questions
Renewable energy stocks list: which stocks are in RNRG?
As of 12 October 2026, RNRG holds 37 renewable energy stocks, and this page lists all 37. The three largest by fund weight are Axia Energia (6.5%), Verbund AG (6.3%) and EDP Renewables SA (6.3%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best renewable energy stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest renewable energy stocks in RNRG are Renew Energy Global PLC (RNW, +0.9%), Clearway Energy Inc (CWEN, −2.2%) and Ormat Technologies Inc (ORA, −3.4%). This ranks past return only; it does not forecast the next month.
What are the top 3 renewable energy stocks?
As of 12 October 2026, the three largest renewable energy stocks in RNRG by fund weight are Axia Energia (6.5%), Verbund AG (6.3%) and EDP Renewables SA (6.3%). Fund weight shows size inside the fund, not a recommendation.
Which renewable energy stocks are beating the sector?
As of 12 October 2026, 3 of the 5 renewable energy stocks Zensei prices in RNRG beat the fund over the past month. The strongest over the past month is Renew Energy Global PLC (RNW). The table above shows the largest holdings with their weights and returns.
Which ETF holds renewable energy stocks?
Several ETFs hold renewable energy stocks. Zensei tracks the group through RNRG, the Global X Renewable Energy Producers ETF. As of 12 October 2026, its published holdings list 37 renewable energy stocks, and the 10 largest make up 54.9% of the fund.
Are renewable energy stocks outperforming the S&P 500?
No. As of 12 October 2026, RNRG trails the S&P 500 by 7.5 points over the past month.
What is RNRG?
RNRG is Global X Renewable Energy Producers ETF. Zensei uses it to measure renewable energy stocks against the S&P 500 (SPY).
What stocks does RNRG own?
As of 12 October 2026, the largest of the 37 positions Zensei tracks in RNRG are Axia Energia, Verbund AG, EDP Renewables SA, Orsted AS, PT Barito Renewables Energy TBK. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is renewable energy producers in right now?
As of 12 October 2026, renewable energy producers is in the Underperformers quadrant — trailing the S&P 500 on both windows. The Zensei methodology page explains the quadrants.
Recent changes
- ·First tracked: trailing the market
Related sectors
Track renewable energy producers against the whole market
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