Campbell & Co Investment Adviser’s Enphase Energy ENPH Stock Holding History

Campbell & Co Investment Adviser’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	$474K	Sell	9,625 -37,472	-80%	-$1.71M	0.02%	784
2026 Q1	$1.78M	Buy	+47,097	New	+$1.96M	0.1%	320
2025 Q4	–	Sell	-57,594	Closed	-$2.04M	–	1204
2025 Q3	$2.04M	Buy	+57,594	New	+$2.14M	0.15%	181
2024 Q1	–	Sell	-2,722	Closed	-$360K	–	1171
2023 Q4	$360K	Buy	+2,722	New	+$289K	0.03%	852
2022 Q4	–	Sell	-4,974	Closed	-$1.38M	–	823
2022 Q3	$1.38M	Buy	4,974 +3,003	+152%	+$810K	0.31%	60
2022 Q2	$385K	Buy	+1,971	New	+$356K	0.1%	369

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Campbell & Co Investment Adviser's ENPH Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Enphase Energy (ENPH) stake by 80% in Q2 2026, selling an estimated $1.71M and leaving 9,625 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #784.

Campbell & Co Investment Adviser first reported a position in ENPH in Q2 2022 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 241 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Campbell & Co Investment Adviser held 9,625 shares of Enphase Energy worth $474K as of Q2 2026.
Campbell & Co Investment Adviser sold 37,472 Enphase Energy shares in Q2 2026, an estimated $1.71M.
Enphase Energy made up 0.02% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #784 holding.
Campbell & Co Investment Adviser first reported a position in Enphase Energy in Q2 2022 and has held it in 6 quarters since.
Campbell & Co Investment Adviser's Enphase Energy position peaked at $2.04M in Q3 2025.
241 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.