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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management's ENPH Position: Q1 2026 in Review

AGF Management reduced its Enphase Energy (ENPH) stake by 30% in Q1 2026, selling an estimated $1.41M and leaving 79,605 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #433.

AGF Management first reported a position in ENPH in Q4 2022 and has held it in 8 quarters since. The position peaked at $140M in Q4 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

AGF Management held 79,605 shares of Enphase Energy worth $3.01M as of Q1 2026.
AGF Management sold 34,025 Enphase Energy shares in Q1 2026, an estimated $1.41M.
Enphase Energy made up 0.01% of AGF Management's portfolio in Q1 2026, its #433 holding.
AGF Management first reported a position in Enphase Energy in Q4 2022 and has held it in 8 quarters since.
AGF Management's Enphase Energy position peaked at $140M in Q4 2022.
493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.