Bank of Montreal’s Enphase Energy ENPH Stock Holding History

Bank of Montreal’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	–	Sell	-5,000	Closed	-$160K	–	3819
2025 Q4	$160K	Buy	5,000 +500	+11%	+$16.2K	﹤0.01%	2910
2025 Q3	$159K	Buy	+4,500	New	+$167K	﹤0.01%	2842
2024 Q4	–	Sell	-2,600	Closed	-$299K	–	3623
2024 Q3	$299K	Hold	2,600	–	–	﹤0.01%	2774
2024 Q2	$265K	Hold	2,600	–	–	﹤0.01%	2809
2024 Q1	$315K	Hold	2,600	–	–	﹤0.01%	2750
2023 Q4	$354K	Hold	2,600	–	–	﹤0.01%	2759
2023 Q3	$355K	Buy	+2,600	New	+$370K	﹤0.01%	2687
2023 Q1	–	Sell	-56,700	Closed	-$15.1M	–	3881
2022 Q4	$15.1M	Hold	56,700	–	–	0.01%	800
2022 Q3	$16.2K	Hold	56,700	–	–	0.01%	773
2022 Q2	$11.8K	Hold	56,700	–	–	0.01%	988
2022 Q1	$11.2M	Buy	+56,700	New	+$8.91M	0.01%	1093
2020 Q4	–	Sell	-150,000	Closed	-$14.8M	–	4978
2020 Q3	$14.8M	Buy	+150,000	New	+$10M	0.01%	697
2020 Q1	–	Sell	-163,600	Closed	-$4.28M	–	4257
2019 Q4	$4.28M	Buy	163,600 +95,300	+140%	+$2.17M	﹤0.01%	1444
2019 Q3	$1.52M	Hold	68,300	–	–	﹤0.01%	1864
2019 Q2	$1.25M	Sell	68,300 -9,600	-12%	-$132K	﹤0.01%	1966
2019 Q1	$719K	Sell	77,900 -128,900	-62%	-$980K	﹤0.01%	2154
2018 Q4	$978K	Buy	206,800 +106,800	+107%	+$542K	﹤0.01%	1902
2018 Q3	$485K	Buy	+100,000	New	+$548K	﹤0.01%	2349

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Montreal's ENPH Position: Q1 2026 in Review

Bank of Montreal increased its Enphase Energy (ENPH) stake by 46% in Q1 2026, buying an estimated $955K and bringing the position to 73,311 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Bank of Montreal first reported a position in ENPH in Q2 2014 and has held it in 38 quarters since. The position peaked at $66.4M in Q2 2023. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Bank of Montreal held 73,311 shares of Enphase Energy worth $2.77M as of Q1 2026.
Bank of Montreal bought 23,012 Enphase Energy shares in Q1 2026, an estimated $955K.
Enphase Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1537 holding.
Bank of Montreal first reported a position in Enphase Energy in Q2 2014 and has held it in 38 quarters since.
Bank of Montreal's Enphase Energy position peaked at $66.4M in Q2 2023.
495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.