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Arosa Capital Management’s Enphase Energy ENPH Stock Holding History

Arosa Capital 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 		– Sell
-70,394
Closed -$3.21M – 65
2026
Q1 		$2.66M Buy
70,394
+50,242
+249% +$2.09M 0.4% 38
2025
Q4 		$646K Buy
+20,152
New +$653K 0.08% 80
2024
Q4 		– Sell
-35,000
Closed -$3.96M – 47
2024
Q3 		$3.96M Buy
35,000
+5,000
+17% +$559K 1.53% 20
2024
Q2 		$2.99M Sell
30,000
-13,700
-31% -$1.6M 1.69% 22
2024
Q1 		$5.29M Sell
43,700
-91,300
-68% -$10.7M 3.12% 13
2023
Q4 		$17.8M Buy
+135,000
New +$14.3M 8.03% 2
2023
Q1 		– Sell
-19,500
Closed -$5.17M – 66
2022
Q4 		$5.17M Buy
19,500
+4,500
+30% +$1.31M 1.1% 29
2022
Q3 		$4.16M Sell
15,000
-15,000
-50% -$4.05M 0.89% 39
2022
Q2 		$5.86M Sell
30,000
-35,000
-54% -$6.33M 0.95% 30
2022
Q1 		$13.1M Buy
+65,000
New +$10.2M 2.24% 12
2021
Q4 		– Sell
-50,000
Closed -$7.5M – 64
2021
Q3 		$7.5M Buy
50,000
+17,500
+54% +$3M 1.39% 18
2021
Q2 		$5.97M Sell
32,500
-7,500
-19% -$1.1M 1.21% 22
2021
Q1 		$6.49M Hold
40,000
– – 1.2% 30
2020
Q4 		$7.02M Sell
40,000
-100,000
-71% -$12.7M 0.96% 31
2020
Q3 		$11.6M Sell
140,000
-124,791
-47% -$8.36M 1.79% 12
2020
Q2 		$12.6M Sell
264,791
-106,209
-29% -$5.08M 2.4% 15
2020
Q1 		$12M Buy
371,000
+171,000
+86% +$6.44M 1.45% 13
2019
Q4 		$5.23M Buy
+200,000
New +$4.55M 1.08% 33

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

Arosa Capital Management's ENPH Position: Q2 2026 in Review

Arosa Capital Management sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 70,394 shares — an estimated $3.21M sold.

Arosa Capital Management first reported a position in ENPH in Q4 2019 and held it in 18 quarters. The position peaked at $17.8M in Q4 2023. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Arosa Capital Management reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • Arosa Capital Management sold 70,394 Enphase Energy shares in Q2 2026, an estimated $3.21M.
  • Arosa Capital Management first reported a position in Enphase Energy in Q4 2019 and held it in 18 quarters.
  • Arosa Capital Management's Enphase Energy position peaked at $17.8M in Q4 2023.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Arosa Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.