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	$16.2M	Hold	56,700	–	–	0.01%	773
2022 Q2	$11.8M	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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's ENPH Position: Q2 2026 in Review

Bank of Montreal increased its Enphase Energy (ENPH) stake by 31% in Q2 2026, buying an estimated $1.05M and bringing the position to 96,346 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Bank of Montreal first reported a position in ENPH in Q2 2014 and has held it in 39 quarters since. The position peaked at $67.5M in Q3 2022. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Bank of Montreal held 96,346 shares of Enphase Energy worth $4.74M as of Q2 2026.
Bank of Montreal bought 23,035 Enphase Energy shares in Q2 2026, an estimated $1.05M.
Enphase Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1381 holding.
Bank of Montreal first reported a position in Enphase Energy in Q2 2014 and has held it in 39 quarters since.
Bank of Montreal's Enphase Energy position peaked at $67.5M in Q3 2022.
538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.