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Baker Avenue Asset Management’s Enphase Energy ENPH Stock Holding History

Baker Avenue Asset 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 		$6.19M Buy
125,790
+19,247
+18% +$877K 0.12% 135
2026
Q1 		$4.03M Sell
106,543
-1,434
-1% -$59.5K 0.09% 153
2025
Q4 		$3.46M Sell
107,977
-25,714
-19% -$833K 0.08% 157
2025
Q3 		$4.73M Buy
+133,691
New +$4.97M 0.11% 130
2025
Q1 		– Sell
-3,451
Closed -$237K – 470
2024
Q4 		$237K Buy
3,451
+507
+17% +$40.2K 0.01% 381
2024
Q3 		$333K Sell
2,944
-193
-6% -$21.6K 0.01% 334
2024
Q2 		$313K Buy
3,137
+9
+0.3% +$1.05K 0.01% 311
2024
Q1 		$378K Buy
3,128
+771
+33% +$90K 0.01% 280
2023
Q4 		$311K Sell
2,357
-39,098
-94% -$4.15M 0.01% 299
2023
Q3 		$4.98M Buy
41,455
+9,216
+29% +$1.31M 0.25% 84
2023
Q2 		$5.4M Buy
32,239
+9,291
+40% +$1.66M 0.27% 80
2023
Q1 		$4.83M Buy
22,948
+4,544
+25% +$984K 0.26% 85
2022
Q4 		$4.88M Sell
18,404
-91
-0.5% -$26.5K 0.29% 75
2022
Q3 		$5.13M Sell
18,495
-5,714
-24% -$1.54M 0.32% 79
2022
Q2 		$4.73M Sell
24,209
-51
-0.2% -$9.22K 0.31% 76
2022
Q1 		$4.89M Buy
24,260
+5,986
+33% +$941K 0.25% 90
2021
Q4 		$3.34M Buy
18,274
+198
+1% +$41.3K 0.17% 105
2021
Q3 		$2.71M Buy
18,076
+1,067
+6% +$183K 0.16% 105
2021
Q2 		$3.12M Buy
17,009
+2,360
+16% +$346K 0.18% 97
2021
Q1 		$2.38M Buy
14,649
+398
+3% +$71.4K 0.15% 98
2020
Q4 		$2.5M Sell
14,251
-3,233
-18% -$410K 0.17% 87
2020
Q3 		$1.44M Buy
17,484
+2,017
+13% +$135K 0.11% 103
2020
Q2 		$736K Buy
+15,467
New +$739K 0.06% 139

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

Baker Avenue Asset Management's ENPH Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Enphase Energy (ENPH) stake by 18% in Q2 2026, buying an estimated $877K and bringing the position to 125,790 shares worth $6.19M. The position accounts for 0.12% of the portfolio, ranked #135.

Baker Avenue Asset Management first reported a position in ENPH in Q2 2020 and has held it in 23 quarters since. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Baker Avenue Asset Management held 125,790 shares of Enphase Energy worth $6.19M as of Q2 2026.
  • Baker Avenue Asset Management bought 19,247 Enphase Energy shares in Q2 2026, an estimated $877K.
  • Enphase Energy made up 0.12% of Baker Avenue Asset Management's portfolio in Q2 2026, its #135 holding.
  • Baker Avenue Asset Management first reported a position in Enphase Energy in Q2 2020 and has held it in 23 quarters since.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.