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Bourgeon Capital Management’s Enphase Energy ENPH Stock Holding History

Bourgeon 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
Q1 		$8.53M Buy
225,559
+205,759
+1,039% +$8.54M 1.48% 35
2025
Q4 		$635K Buy
+19,800
New +$641K 0.1% 79

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's ENPH Position: Q1 2026 in Review

Bourgeon Capital Management increased its Enphase Energy (ENPH) stake by 1,039% in Q1 2026, buying an estimated $8.54M and bringing the position to 225,559 shares worth $8.53M. The position accounts for 1.48% of the portfolio, ranked #35.

Bourgeon Capital Management first reported a position in ENPH in Q4 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Bourgeon Capital Management held 225,559 shares of Enphase Energy worth $8.53M as of Q1 2026.
  • Bourgeon Capital Management bought 205,759 Enphase Energy shares in Q1 2026, an estimated $8.54M.
  • Enphase Energy made up 1.48% of Bourgeon Capital Management's portfolio in Q1 2026, its #35 holding.
  • Bourgeon Capital Management first reported a position in Enphase Energy in Q4 2025 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.