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AGF Management’s Enphase Energy ENPH Stock Holding History

AGF Management’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Buy
257,540
+177,935
+224% +$8.1M 0.05% 197
2026
Q1 		$3.01M Sell
79,605
-34,025
-30% -$1.41M 0.01% 433
2025
Q4 		$3.64M Buy
113,630
+27,251
+32% +$883K 0.02% 298
2025
Q3 		$3.06M Buy
86,379
+10,479
+14% +$389K 0.01% 430
2025
Q2 		$3.01M Buy
+75,900
New +$3.51M 0.01% 387
2023
Q4 		– Sell
-2,429
Closed -$292K – 740
2023
Q3 		$292K Sell
2,429
-31,280
-93% -$4.46M ﹤0.01% 694
2023
Q2 		$5.65M Sell
33,709
-500,431
-94% -$89.4M 0.04% 239
2023
Q1 		$112M Buy
534,140
+7,430
+1% +$1.61M 0.77% 32
2022
Q4 		$140M Buy
+526,710
New +$153M 1.01% 22

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGF Management's ENPH Position: Q2 2026 in Review

AGF Management increased its Enphase Energy (ENPH) stake by 224% in Q2 2026, buying an estimated $8.1M and bringing the position to 257,540 shares worth $12.7M. The position accounts for 0.05% of the portfolio, ranked #197.

AGF Management first reported a position in ENPH in Q4 2022 and has held it in 9 quarters since. The position peaked at $140M in Q4 2022. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • AGF Management held 257,540 shares of Enphase Energy worth $12.7M as of Q2 2026.
  • AGF Management bought 177,935 Enphase Energy shares in Q2 2026, an estimated $8.1M.
  • Enphase Energy made up 0.05% of AGF Management's portfolio in Q2 2026, its #197 holding.
  • AGF Management first reported a position in Enphase Energy in Q4 2022 and has held it in 9 quarters since.
  • AGF Management's Enphase Energy position peaked at $140M in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.